Section A - Adjusted Net Income (A) Prior Year (ED Current Year (optional)
1 Net short-term capital gain 1
2 Recoveries of prior-year distributions 2
3 Other gross income (see instructions) 3
4 Add lines 1 through 3. 4
5 Depreciation and depletion 5
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6
7 Other expenses (see instructions) 7
8 Adjusted Net Income (subtract lines 5,6, and 7 from line 4) 8 Section B - Minimum Asset Amount (A) Prior Year (B) Current Year (optional)
1 29:37%912rhktdmn:All{ neanr-;xempt-use assets (see instructions for short ff t? «VT: 'L/7.. ,< a Average monthly value of securities la
b Average monthly cash balances 1 b
c Fair market value of other non-exempt-use assets lc
d Total (add lines la, lb, and 10 1d
e Discount claimed for blockage or other factors ·' '-Rt<TUE-'fI../ : '. ·74 . - I. ..' '4- (explain in detail in Part Vly. :'
7 '1 ,
2 Acquisition indebtedness applicable to non-exempt-use assets 2 3 Subtract line 2 from line ld. 3
4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). 4
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5 6 Multiply line 5 by 0.035. 6
7 Recoveries of prior-year distributions 7
8 Minimum Asset Amount (add line 7 to line 6) 8
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, column A) 1 69. ..L' 3-39 -,6 2 Enter 0.85 of line 1. 2
3 Minimum asset amount for prior year (from Section B, line 8, column A) A '*'·-'>D i'11;*@t·iri·-it.. 4 Enter greater of line 2 or line 3. 4 6,51},21'*i#Ah(re, -,4 - 5 Income tax imposed in prior year , ..,- . 5 ;,k.'f-·c . ,-L I' 41:94,4 - - .:, ·'·:' 19..4 .hi, 6 Distributable Amount Subtract line 5 from line 4, unless subject to emergency %9 4 .7 ... & 2,9 4 temporary reduction (see instructions). 6 .1' -:. .f.-L---761. 7 Check here if the current year is the organization's first as a non-functionally integrated Type Ill supporting organization (see instructions).
BAA Schedule A (Form 990) 2021
TEEA0406L 08/31/21
1139
Schedule A Form 990) 2021 SOLVANG DANISH DAYS FOUNDATION 77-0400685 Page 7 Part V . Type Ill Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued) Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes 1 2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity 2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3 4 Amounts paid to acquire exempt-use assets 4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5 6 Other distributions (describe in Part Vi). See instructions. 6 7 Total annual distributions. Add lines 1 through 6. 7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions. 8
9 Distributable amount for 2021 from Section C, line 6 9 10 Line 8 amount divided by line 9 amount 10
0) OD (iii)
Section E - Distribution Allocations (see instructions) Excess Underdistributions Distributable Distributions Pre-2021 Amount for 2021
1 Distributable amount for 2021 from Section C, line 6
2 Underdistributions, if any, for years prior to 2021 (reasonable cause required - explain in Pan W). See instructions.
3 Excess distributions carryover, if any, to 2021
a From 2016.
b From 2017...............
c From 2018.
d From 2019.............
e From 2020.
f Total of lines 3a through 3e
g Applied to underdistributions of prior years
h Applied to 2021 distributable amount
i Carryover from 2016 not applied (see instructions)
j Remainder. Subtract lines 39, 3h, and 31 from line 3f. 4 Distributions for 2021 from Section D,
line 7: $
a Applied to underdistributions of prior years
b Applied to 2021 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
e; ''.:"', -ULL#,0 [,Irtf.,1.i-,6,9 --i-
; 1: '1.g'>1(jti.)Dif1; ti·
-2,4-44'V '•91 j ;f .' ·
24210. flf.,964*27622-- /. :- ' .-34,9,
19 -41*ONT'¢Mt'4CO*J·t.a';, ,™-. E 1. .: 3.*.
"' 1 ·' 't'' I.'61*.1»tze.Xel-,iv: ,0 r.G J ·1-i. 4, ' ..10 EN'' f'':-(fi,MV*V,-9·' 1:.9,124,1.9.-:rf
,
*- 146..1 2 "111.1.1 : A.C:.-, ' ' 1,12.12-til- f .
' ... :'.." tv'W·ill// ' lA'
-tj¢vt-_ _ i _-- /,- .-I F,i
'} ,-1 -0-, 4. ..• 3»'ja-4 t'.1,i'.r€CAL--_4 tpoI.-L ,- 22. r 4 9 39#KA*#*44&"19%9,651
..OU ··94-14'.:4./. Ir·// ··,ni
"' ./,I. 4% I·' I_.-*I2
" 2- ,2:11.h; t.43+414'*2,6,24-032·' 1•.1, ' 7..-,i. '. '124 '. '. ' F
01 ·:'4 -P,V $ P
· rk»1690
€19 - NME 0. ..1 :
5 Remaining underdistributions for years prior to 2021, if any. »>·Ey -4'9>3f-,u,-61:r-A Subtract lines 39 and 48 from line 2. For result greater than 4- t.i . 7. .... *<th:4# 01 :. 7:64*>*44*745+01 zero, explain in Pan Vl. See instructions. 'I- -0.'t.,I?,1*4: b.,- .T# 6 Remaining underdistributions for 2021. Subtract lines 3hand 4b r.t·j )4*b%*493:*: i jifl .- t..1 . from line 1. For result greater than zero, exp/ain in Part Vi. See - ¢,12, 0'11 -18*00* '7 92?9,-fy€Ii h t. 4 instructions. ' ' J. .:1'' fl 12 i,' 1 4 41. 36 . 1,2 .-/4 .. ,. ..I'L, '·· , 4-A
7 Excess distributions carryover to 2022. Add lines 3 and 4c. 1 1 4* 8 Breakdown of line 7: b ' ,0,.t7,- A2*4 117.,i'+·q Ji·(1*- '' a Excess from 2017.
b Excess from 2018 ...... . ,:i .· :4.· ;.V?Domi-*I.. „>rt, . it../ - . ·- =:-; 3-.1-'. 2 f?3454:?.-„A. i ¢' '/, ' ". • 90"4,4 · t, .// 1,2 1W/' , · ,r, ' 9' . 4./.ct// *,2 *'*.' c Excess from 2019 ..... 1 ,.F/*. 4-,•2 ? u 11*1 +'e % Mi "Ly " L . . d Excess from 2020. h48,1>91>t.*'4' 1&'Fffril .1 1 9;174'. 4-:A:r + ,/7, 4:.1,· ' - *'ll. A'&&'S : 1 - .-:....
e Excess from 2021.......
BAA Schedule A (Form 990) 2021
11EEA0407L 08/31/21
1140
Schedule A Form 990) 2021 SOLVANG DANISH DAYS FOUNDATION 77-0400685 Page 8 Part VI Supplemental Information. Provide the exolanations required by Part Il, line 10; Part Il, line 17a or 17b; Part Ill, Iine 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 58, 6, 98, 94 90, 118, 11 b, and l lc; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines lc, 28, 24 3a, and 3b; Part V, line 1; Part V, Section B, line le; Part V, Section D, lines 5, 6, and 8; and Part V, Section E, lines 2,5, and 6. Also complete this part for any additional information. (See instructions.) BAA TEEA0408L 08/31/21 Schedule A (Form 990) 2021
1141
SCHEDULE D Supplemental Financial Statements
(Form 990) - Complete if the organization answered 'Yes' on Form 990, Part IV, line 6, 7, 8, 9,10,1la, 1 l b, l lc, 1 ld, 11e, 11 f, 12a, or 12b. 4 Attach to Form 990.
Department of the Treasury •
Go to www.irs.gov/Forn,990 for instructions and the latest information. Internal Revenue Service Name of the organization
SOLVANG DANISH DAYS FOUNDATION
OMB No. 1545-0047
2021
Open>to Public
Inspeclion
Employer identification number
77-0400685
PM.trk Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 6. (a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year...........
2 Aggregate value of contributions to (during year). .
3 Aggregate value of grants from (during year).....
4 Aggregate value at end of year ........
5 Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization's property, subject to the organization's exclusive legal control?. 6 Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit?. ............................................ ................ .... .......
Yes n No
E Yes E No
Pa**% Conservation Easements.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 7. 1 Purpose(s) of conservation easements held by the organization (check all that apply). . 8 Preservation of land for public use (for example, recreation or educat,on) Preservation of a historically important land area Protection of natural habitat Preservation of a certified historic structure Preservation of open space
2 Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Tax Year
a Total number of conservation easements............................................. .... 2 a b Total acreage restricted byconservation easements............................ ............ 2b c Number of conservation easements on a certified historic structure included in (a).............. 2c d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed inthe National Register . 2d
3 Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the tax year -
4 Number of states where property subject to conservation easement is located • 5 Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds?................................ ElYes No 6 Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year 7 Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year .$
8 Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(ED(i) and section 17000(4)8)00?·············································································· C]Yes E No 9 In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement and balance sheet, and include, if applicable, the text of the footnote to the organization's financial statements that describes the organization's accounting for conservation easements.
14/*/4//9 Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 8. 1 a If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide in Part XIII the text of the footnote to its financial statements that describes these items. b If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
0 Revenue included on Form 990, Part Vlll, line l...... .... ........................ .................. $ 0/) Assets included in form 990, Part X ....,,,..........., ,,.,,............,,,,...,,,........,,,....,,. $ 2 If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the following amounts required to be reported under FASB ASC 958 relating to these items:
a Revenue included on Form 990, Part Vill, line 1........................ . ..... ... . ....... ............ »»$ b Assets included in form 990, Part X...........,........,............... ................................ $ BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990. TEEA3301 L 08/30/21 Schedule D (Form 990) 2021 1142
Schedule D Form 990) 2021 SOLVANG DANISH DAYS FOUNDATION 77-0400685 Page 2 Pa*liri Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued) 3 Using the organization's acquisition, accession, and other records, check any of the following that make significant use of its collection items (check all that apply):
a Public exhibition d n Loan or exchange program
b Scholarly research e El Other
c Preservation for future generations
4 Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part XIII.
5 During the year, did the organ'zat'on solicit or receive donations of art, historical treasures, or other similar assets - to be sold to raise funds rather than to be maintained as part of the organization's collection?..................... LIYes mNO *g Escrow and Custodial Arrangements. Complete if the organization answered 'Yes' on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21. 1 a Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not included on Form 990, Part X?........ . ............................................. .... ....................... b If 'Yes,' explain the arrangement in Part XIII and complete the following table:
E Yes I)No
Amount
c Beginning balance...................................,. ..., ........................... 1c d Additions during the year......................... ........................ ............. 1 d e DIstributions during the year............................ ................................. le f Ending balance......................................................................... 1 f 2 a Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? . blf 'Yes,' explain the arrangement in Part XIII. Check here if the explanation has been provided on Part XIII.
LJ Yes No
IP*1 Endowment Funds. Complete if the organization answered 'Yes' on Form 990, Part IV, line 10. (a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back la Beginning of year balance. .
b Contributions. ...........,.
c Net investment earnings, gains,
and losses....................
d Grants or scholarships.........
e Other expenditures for facilities
andprograms..
f Administrative expenses.
g End of year balance...........
2 Provide the estimated percentage of the current year end balance (line 1 g, column (a)) held as:
a Board designated or quasi-endowment • %
b Permanent endowment • %
c Term endowment I %
The percentages on lines 2a, 2b, and 2c should equal 100%. 3 a Are there endowment funds not in the possession of the organization that are held and administered for the organization by: Yes No
0) Unrelated organizations.......................................................................... ...... 3a0) OD Related organizations................................................... ... ............... ........... 3*iD b If 'Yes' on line 38(ii), are the related organizations listed as required on Schedule R?........................ ... 3b 4 Describe in Part XIII the intended uses of the organization's endowment funds.
Fit¥14 Land, Buildings, and Equipment.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11 a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (b) Cost or other (c) Accumulated (d) Book value Onvestment) basis (other) depreciation
.al
la Land.
b Buildings
c Leasehold improvements...................
d Equipment. ...........,........,...,,..,,. 81,832. 72,322. 9,510. e Other.
Total. Add lines la through le. (Column (d) must equal Form 990, Part X coiumn 03), /ine loc.).... ·· ·· ··· . .. 9,510.
BAA Schedule D (Form 990) 2021
TEEA3302L 08/30/21
1143
Schedule D (Form 990) 2021 SOLVANG DANISH DAYS FOUNDATION 77-0400685 Page 3 Part¥» Investments - Other Securities. N/A
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11 b. See Form 990, Part X, line 12. (a) Description of security or category (including name of secunty) (b) Book value (c) Method of valuation: Cost or end-of-year market value (1)Financial denvatives.
(2) Closely held equity interests......................... (3) Other
----------------------
---------------
lota\. (Column (b) must equal Form 990, Part X, column (B) line 12.) .. , ,--:,ilY-crIA'*F 0.F. -:.." - * ''- '- /4/8441"1* Investments - Program Related. N/A
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11 c. See Form 990, Part X, line 13. (a) Description of investment (b) Book value (c) Method of valuation: Cost or end-of-year market value lota\. (Column (b) must equal Form 990, Part X, column (B) line 13.). * .3%1*€7319*#45 71.42clfTt;-Li, .'' '. 14*tret Other Assets. N/A
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11 d. See Form 990, Part X, line 15. (a) Description (b) Book value
ie 0
Tou. (Column (b) must equal Form 990, Part X, column (ED line 15.). 14/tr'S#f Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 110 or 11 f. See Form 990, Part X, line 25.
1. (a) Description of liability (b) Book value
(1) Federal income taxes
lotd. (Column (b) must equal Form 990, Part X, column (B) line 25.) .
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FASB ASC 740. Check here if the textof the footnote has been provided m Part XIII . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . U BAA TEEA3303L 08/30/21 Schedule D (Form 990) 2021
1144
Schedule D Form 990) 2021 SOLVANG DANISH DAYS FOUNDATION 77-0400685 Palt*Ft Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. N/A Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a. 1 Total revenue, gains, and other support per audited financial statements.............................. ... 1 2 Amounts included on line 1 but not on Form 990, Part Vlll, line 12:
a Net unrealized gains (losses) on investments. 2a
b Donated services and use of facilities............. ......................... 2 b c Recoveries of prior year grants.. 2c
d Other (Describe in Part X111.1..... .........,,,,,,,..,,,,,,,,,........,,, , 2d e Add lines 2athrough 2d...............................,.,,..,...,...,,,, ..... ...,....... .... .. 2e 3 Subtract line 2e from linel........................................................................... 3 4 Amounts included on Form 990, Part Vlll, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part Vlll, line 7& .............. 4a b Other (Describe in Part XIII.> .................................... .......... 4b c Add lines 4a and 4h ..................,........................,,..,..............,.················· 4c 5 Total revenue. Add lines 3 and 4c. (This mustequa/Form 990, Part /, line 12)............................ 5 Pal*** Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. N/A Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements. ............................................ 1 2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities. 2a
b Prior year adjustments. 2b
c Other losses.................................................,............ 2 c d Other (Describe in Part XIII.)............ .,...,............................. 2d e Add lines 2athrough 2d................................................. ............................ 2e 3 Subtract line 2efrom line l..............................,............................................ 3 4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part Vlll, line 7b............... 4a b Other (Describe in Part XIII.> ..................................... ......... 4 b c Add lines 4a and 41, ................................................................................. 4c 5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part /, line 18.)...... ............. ...... 5 hitdtl Supplemental Information.
Provide the descriptions required for Part Il, lines 3, 5, and 9, Part Ill, lines la and 4; Part IV, lines 1 b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information. '9
BAA Schedule D (Form 990) 2021
TEEA3304L 08/30/21
1145
SCHEDULE 0
(Form 990)
Department of the Treasury
Internal Revenue Service
Name of the organization
Supplemental Information to Form 990 or 990-EZ OMB No. 1545-0047 Complete to provide information for responses to specific questions on Form 990 or 990-EZ or to provide any additional information. 2021 • Attach to Form 990 or Form 990-EZ.
• Go to www.irs.gov/Fom,990 for the latest information. Inspection' 0;*R to Rwblic
Employer identification nlimber
SOLVANG DANISH DAYS FOUNDATION 77-0400685
FORM 990, PART VI, LINE 11B - FORM 990 REVIEW PROCESS
REVIEWED BY THE TREASURER FOR APPROVAL
FORM 990, PART VI, LINE 19 - OTHER ORGANIZATION DOCUMENTS PUBLICLY AVAILABLE
UPON REQUEST
BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. TEEA4901 L 08/10/21 Schedule O (Form 990) 2021 1146
I STATE OF CALIFORNIA
RRF-1 DEPARTMENT OF JUSnCE
(Rev. 09/2017) PAGE 1 of 5
IN
MAIL TO: (For Registry Use Only)
Registry of Charitable Trusts ANNUAL REGISTRATION RENEWAL FEE REPORT P.O. Box 903447 RECEIVED
Sacramento, CA 94203-4470 TO ATTORNEY GENERAL OF CALIFORNIA (916) 210-6400 Attorney General's Office
STREET ADDRESS:
1300 I Street
Sacramento, CA 95814
(916) 210-6400
WEBSITE ADDRESS:
ww¥¥.ag.g:n,glchaKitiesl
Sections 12586 and 12587, California Government Code
11 Cal. Code Regs. sections 301-306, 309, 311, and 312 NOV 2 2 20?1 Failure to submit this report annually no later than four months and fifteen after the end of the organization's accounting period may result in the loss of tax exemption and the assessment of a minimum tax of $800, plus interest, and/or fines or filing penalties. Revenue & Taxation Code section 23703; Government Code section 12586.1. IRS extensions will be honored. Registry of Charitable Trusts Check if:
SOLVANG DANISH DAYS FOUNDATION
Name of Organization
J Change of address
Amended report
List all DBAs and names the organization uses or has used P.O. BOX 1424
Address (Number and Street)
State Charity Registration Number CT98263
SOLVANG, CA 93464
City or Town, State and ZIP Code
Corporation or Organization No. 1761959
Telephone Number E-mail Address Federal Employer ID No. 77-0400685 ANNUAL REGISTRATION RENEWAL FEE SCHEDULE (11 Cal. Code Regs. sections 301-307, 311, and 312) Make Check Payable to Department of Justice
Gross Annual Revenue Eae Gross Annual Revenue Eee Gross Annual Revenue Ece Less than $25,000 0 Between $100,001 and $250,000 $50 Between $1,000,001 and $10 million $150 Between $25,000 and $100,000 $25 Between $250,001 and $1 million $75 Between $10,000,001 and $50 million $225 Greater than $50 million $300
PART A - ACTIVITIES
For your most recent full accounting period (beginning 1/01/20 ending 12/31/20 ) list:
Gross Annual Revenue $ 5,159. Noncash Contributions $ 0. Total Assets $ 30,467.
Program Expenses $ 0. Total Expenses $ 13,769.
PART B - STATEMENTS REGARDING ORGANIZATION DURING THE PERIOD OF THIS REPORT Note: All questions must be answered. If you answer "yet to any of the questions below, you must attach a separate page providing an explanation and details for each "yes" response. Please review RRF-1 instructions for information required. 1 During this reporting period, were there any contracts, loans, leases or other financial transactions between the organization and any officer, director or trustee thereof, either directly or with an entity in which any such officer, director or trustee had any financial interest? Yes No
0®
2 During this reporting period, was there any theft, embezzlement, diversion or misuse of the organ zation's char table property or funds? I Bl 3 During this reporting period, were any organization funds used to pay any penalty, fine or judgment? 0® 4 During this reporting period, were the services of a commercial fundraiser, fundraising counsel for charitable purposes, or commercial coventurer used?
5 During this reporting period, did the organization receive any governmental funding? 0® 6 During this reporting period, did the organization hold a raffle for charitable purposes? 0® 7 Does the organization conduct a vehicle donation program? 0® 8 Did the organization conduct an independent audit and prepare audited financial statements in accordance with generally accepted accounting principles for this reporting period? 0® 9 At the end of this reporting period, did the organization hold restricted net assets, while reporting negative unrestricted net assets? A
0®
I declare VI,ler penAlly of perjvry that I have examined this report, including accompanying documents, and to the best of my knowledge Ial'dt0#1'p»606,; islpie; correct and complete, and I am authorized to sign. 4,/RMUC
Signatureof6riz*'Agent
.
MAX HANBERG
Printed Name
PRESIDENT
Title
1'-f 5 - 2% 4
Date
CAEA9801 L 03/19/20
1147
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations) Department of the Treasury I Do not enter social security numbers on this form as it may be made public.
Internal Revenue Service • Go to www.irs.gov/Form990 for instructions and the latest information.
A For the 2020 calendar year, or tax year beginning , 2020, and ending Open to Public
ins¢ection
,20
Check if applicable: C
Address change SOLVANG DANISH DAYS FOUNDATION
Name change P.O. BOX 1424
- SOLVANG, CA 93464 Initial return
Final return/terminated
Amended return
Application pending F Name and address of principal officer:
D Employer identification number
77-0400685
E Telephone number
G Gross receipts $ 5,159.
14(a) Is this a group return for subordinates? LIYes IXI No
SAME AS C ABOVE
Tax-exempt status: X 501(c)(3) 501(c) (
Website: • N/A
)4 (insert no.) 4947(a)(1) or 527
HO,) Are all subordinates included? Yes
If "No," attach a list. See instructions
H(c) Group exemption number I
K Form of organization: Corporation Trust Association Other L Year of formation: M State of legal domicile:
Pilit « Summary
1 Briefly describe the organization's mission or most significant activities: TO ORGANIZE AND RUN THE ANNUAL DANISH o DAYS- PESTIVAL-IN TILE- Cft¥-6-P-561-VANG, --WkICH -SUPPORTS_AND_EN-R-ICHE-S TH#_I-ANIS-H-__-__ % CULT-UR©_ g]-STQRY-QIC- 36Iy*(ty¢*TH-El -98*BRL- PUB-L-IC.4----------_--------__--- ------------------------ ---------------
2 Check this box •
lf the organization discontinued its operations or disposed of more than 25% of its net assets. 5 3 Number of voting members of the governing body (Part VI, line la) Kiutivto· ····················· 3 4 Number of independent voting members of the governing *6 vL ' eihi,s Office '''········· 4 E 5 Total number of individuals employed in calendar year 2020 5 6 Total number of volunteers (estimate if necessary)............,.,.,,,...........,.,,,,,..........,,. 6 0 7a Total unrelated business revenue from Part Vlll, column (C), line NOV.22.2021............... ... ia O. b Net unrelated business taxable income from Form 990-T, Part l, line 11................................ 7b 0 Registry of Charitable Trusts Prior Year
8 Contributions and grants (Part Vall, linelh). 30,000. 9 Program service revenue (Part Vlll, line 29) . 82,831. 10 Investment income (Part Vill, column (A), lines 3,4, and 7d). 13. 11 Other revenue (Part Vlll, column (A), lines 5, 6d, 8c, 9c, 10c, and 1 le)................ 12 Total revenue - add lines 8 through 11 (must equal Part Vlll, column (A), line 12) 112,844. 13 Grants and similar amounts paid (Part IX, column (A), lines 1 -3),..................... 14 Benefits paid to or for members (Part IX, column (A), line 4) . 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10) 16 a Professional fundraising fees (Part IX, column (A), line 11 e).
Current Year
5,153.
6. 5,159.
b Total fundraising expenses (Part IX, column (D), line 25) • w 17 Other expenses (Part IX, column (A), lines 11adld, 1lf-24·e)....,.................... 111,340. 13,769 18 Total expenses. Add lines 13-17 (must equal Part IX, column (A), line 25) ............. 111,340. 13,769 19 Revenue less expenses. Subtract line 18 from line 12 1,504. -8,610 8 Z Beginning of Current Year End of Year
¥@ 20 Total assets (Part X, line 16).........................,..,..,...........,..,,,,.... 39,077. 30,467 E 21 Total liabilities (Part X, line 26).................................................... 0. 0 22 Net assets or fund balances. Subtract line 21 from line 20. 39,077. 30,467 [Partit Signature Block
Under penalties of penury, 1 declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true. correct. and complete. Declaration of preparer (other than officer) is based on all information of which preporcr has any knowledge.
Signature of officer Date
MAX HANBERG PRESIDENT
Type or print name and title
Print/Type preparers name Preparer's signature Date Check 1 lif PTIN Paid G. STEWART FRIES G. STEWART FRIES
Preparer Firm's name * SORENSON & ASSOCIATES
Use Only Rm s address *2027 VILLAGE LANE, STE 203
SOLVANG, CA 93463
May the IRS discuss this return with the preparer shown above? See instructions .
BAA For Paperwork Reduction Act Notice, see the separate instructions. self-employed P01723713
Firm's EIN 46-4246494
Phoneno. (805) 688-1122
X Yes No
TEEA0101L 01/19/21 Form 990 (2020)
Form 990
1148
Form 990 (2020) SOLVANG DANISH DAYS FOUNDATION 77-0400685 Page 2 Part 111 Statement of Program Service Accomplishments
Check if Schedule Ocontainsaresponse ornote toany line inthis Part 111...i.............................................El 1 Briefly describe the organization's mission:
-TQ -9-RGANyZE- -AND-BUR -THE- -M--AL _RAN]-SH_I-AYS _F-EST-I-YAIi.IN -T-HE -C-ITY- PE ..SPINANG,_ MHIqi -SUPPORT-S- AND-EN-R-ICHKS _THE _DANIS-H- CULTURAI,_HISTQRY_QF_ SQJ·YANG-_ EQR__ THR- GE-N#EAL- PIJAF,it.- _ 2 Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-EZZ...................................................................................... Yes ® No If "Yes," describe these new services on Schedule O.
3 Did the organization cease conducting, or make significant changes in how it conducts, any program services?...... Yes ® No If "Yes," describe these changes on Schedule O.
4 Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses.
Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported. 4 a (Code: ) (Expenses $ 13,495. including grants of $ )(Revenue $ ) 1?WiP-ARA-TiON- -AND. PR-G-ANIZ-A-TIQN- 9-K- -ANN-UAL-PNRS-H-DAY@ _F-EST-I-YAk -IN _SPINANG,- -CAW-FORN-I4·_ _ _ 4 b (Code: ) (Expenses $ including grants of $ )(Revenue $ ) 4 c (Code: ) (Expenses $ including grants of $ )(Revenue $ ) 4 d Other program services ([Describe on Schedule O.)
(Expenses $ including grants of $
4 e Total program service expenses • 13,495.
BAA TEEA0102L 10/07/20
) (Revenue $
Form 990 (2020)
1149
Form 990 (2020) SOLVANG DANISH DAYS FOUNDATION 77-0400685 Page 3 Part IV Checklist of Required Schedules
Yes No
1 Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? /f 'Yes, ' complete Schedu/e A................................................................................................... 1 X 2 Is the organization required to complete Schedu/e B, Schedu/e of Contributors See instructions?....................... 2 X 3 Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for pub\\c offic€? If 'Yes,' complete Schedule C, Part I............................................................ 3 4 Section 501(«3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election ineffect during the tax year? /f 'Yes,' complete Schedule C Part U................................................. 4 X 5 Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? /f 'Yes,' complete Schedule C, Part Ill....... 5 X 6 Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? /f 'Yes,' complete Schedule D, Part l...............................,.......................,..............................................., 6 X 7 Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures? /f 'Yes, ' complete Schedu/e D, Part //......................... 7 X 8 Did the organization maintain collections of works of art, historical treasures, or other similar assets? /f 'Yes, ' complete Schedule D, Part Ill.........................,............................,,.........................,. 8 X 9 Did the organization report an amount in Part X, line 21, for escrow or custodial account liability, serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation service€? If 'Yes,' complete Schedule D, Part IV.................................................................. 9 X 10 Did the organization, directly or through a related organization, hold assets in donor-restricted endowments orinquasi endowments? /f 'Yes, 'complete Schedu/e D, Part V.................................................... 10 X 11 If the organization's answer to any of the following questions is 'Yes', then complete Schedule D, Parts VI, VII, Vlll, IX, or X as applicable.
a Did the organization report an amount for land, buildings, and equipment in Part X, line 10? /f 'Yes, ' complete Schedule D, Part VI............. 11 a X
b Did the organization report an amount for investments - other securities in Part X, line 12, that is 5% or more of its total assets reported in Part X, line 16? /f 'Yes, ' complete Schedu/e D, Part V//. .......................................... 11 b X c Did the organization report an amount for investments - program related in Part X, line 13, that is 5% or more of its total assets reported in Part X, line 16? /f 'Yes, ' complete Schedule D, Part W//.......................................... 11 c X d Did the organization report an amount for other assets in Part X, line 15, that is 5% or more of its total assets reported ir\Par\.X,\\ne 163 If 'Yes,' complete Schedule D, Part IX. 11 d X e Did the organization report an amount for other liabilities in Part X, line 25? /f 'Yes, ' complete Schedule D, Part X. ...... 11 e X f Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)? /f 'Yes, ' complete Schedule D, Part X. 11 f X 12 a Did the organization obtain separate, independent audited financial statements for the tax year? /f 'Yes,' complete Schedule D, Parts Xl and XII . . . . . . . . . . . .... .. . . ....... . .. ..... . .. .. .. . ... . . .... ......... ..... , .., .. . 12a X b Was the organization included in consolidated, independent audited financial statements for the tax year? /f 'Yes,' and if the organization answered 'No' to line 12a, then completing Schedule D, Parts XI and XII is optional ................. 12 b X 13 Is the organization a school described in section 1 70(b)(1)(A)(li)? /f 'Yes, ' complete Schedule E....................... 13 X 14 a Did the organization maintain an office, employees, or agents outside of the United States?. 14a X b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at$100,000 ormore? /f 'Yes,'complete Schedule F, Parts land /V. ................................................ 14b X 15 Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? /f 'Yes, ' complete Schedule F, Parts //and /V................................................ 15 X 16 Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? /f 'Yes, ' complete Schedule F, Parts ///and /V............................................ 16 X 17 Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 1le? /f 'Yes, ' complete Schedule G, Part /See instructions.................................. 17 X 18 Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VUL hnes i c and Ba? /f Yes,' complete Schedu/e G, Part U............................................................ 18 X 19 Did the organization report more than $15,000 of gross income from gaming activities on Part Vlll, line 98? /f 'Yes,' complete Schedule G, Part 111................................................................................... 19 X 20a Did the organization operate one or more hospital facilities? if 'Yes, ' complete Schedule H........................... 20a X b If 'Yes' to line 20a, did the organization attach a copy of its audited financial statements to this return?................. 20b 21 Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? /f 'Yes, ' complete Schedule 1, Parts I and 11...........
BAA TEEA0103L 10/07/20
21 X
Form 990 (2020)
1150
Form 990 (2020) SOLVANG DANISH DAYS FOUNDATION 77-0400685 Page 4 Part IV Checklist of Required Schedules (continued)
Yes No
22 Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If 'Yes,' complete Schedule l, Parts l and 111.................................................... 22 X 23 Did the organization answer 'Yes' to Part VII, Section A, line 3,4, or 5 about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees? /f 'Yes,' complete Schedule 1................................................................................................... 23 X 24 a Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? /f 'Yes, ' answer lines 24b through 24d and complete Schedule K. If 'No, 'go to line 25a. 24a X
b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?.................. 24b c Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds?......................................................................................... 24c d Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?.................. 24d 25 a Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? /f 'Yes, ' complete Schedule L, Part /. 25a X b Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ? /f 'yes,' complete Schedule L, Part /.................................,,.,,,..,..............,...,,..,,,,...,...............,,..,. 25b X 26 Did the organization report any amount on Part X, line 5 or 22, for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? /f 'Yes, ' complete Schedule L, Part U.................................... 26 X 27 Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons'? If 'Yes,' complete Schedule L, Part ill............................................................,...... 27 X 28 Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions, for applicable filing thresholds, conditions, and exceptions):
a A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? /f Yes/ complete Schedule L, Part IV. 28a X
b A family member of any individual described in line 28a? /f 'Yes, ' complete Schedule L, Part /V ....................... 28b X c A 35% controlled entity of one or more individuals and/or organizations described in lines 28a or 28b? /f yes, ' complete Schedule L Part /V ....................,,,,,,.,i..,,...............,.,,,,,,,,,..,,.............. 28c X 29 Did the organization receive more than $25,000 in non-cash contributions? /f 'Yes,' complete Schedule M.............. 29 X 30 Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? /f 'Yes,'complete Schedule M..................................................................... 30 X 31 Did the organization liquidate, terminate, or dissolve and cease operations? /f 'Yes, ' complete Schedule N, Part I....... 31 X 32 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? /f 'Yes,' complete Schedule N Part U............................................................................................ 32 X 33 Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? /f 'Yes,'complete Schedu/e R, Part/.................................................. 33 X 34 Was the organization related to any tax-exempt or taxable entity? /f 'Yes,' complete Schedule R, Part 11,111, or IV, and Part V, #ne L............................................................................................. 34 X 35 a Did the organization have a controlled entity within the meaning of section 5120)(13)?................................ 35a X b If 'Yes' to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? /f 'yes, ' comp/ete Schedule R, Part V, line 2......................... 35b 36 Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organizaton? If 'Yes,' complete Schedule R, Part V, line 2........................................................ 36 X 37 Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? /f 'Yes,' complete Schedule R, Part VI ..... .......... 37 X 38 Did the organization complete Schedule 0 and provide explanations in Schedule O for Part VI, lines 1lb and 19? Note: All Form 990 filers are required tocomplete Schedule Q ..................................................... 38 X Pan¥ Statements Regarding Other IRS Filings and Tax Compliance Check if Schedule Ocontainsaresponse ornote toany line in this Part V. . . . . . . . . . . . . . . . . . ., i . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . n Yes No
la Enter the number reported in Box 3of Form 1096. Enter -0- if not applicable..............| la| Obs 4 4 ." b Enter the number of Forms W-2G included in line la. Enter -0- if not applicable............| lb| 01, c Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming | (gambling) winnings to prize winners?. 1c
BAA TEEA0104l 10/07/20 Form 990 (2020)
1151
Form 990 (2020) SOLVANG DANISH DAYS FOUNDATION 77-0400685 Page 5 plkt Vp Statements Regarding Other IRS Filings and Tax Compliance (continued) Yes No
2 a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax State- ments, filed for the calendar year ending with or within the year covered by this return. ..... 2 o blfat least one is reported on line 2a, did the organization file all required federal employment tax returns?.............. 2b Note: If the sum of lines 1 a and 2a is greater than 250, you may be required to e-file (see instructions) 3 a Did the organization have unrelated business gross income of $1,000 or more during the year?. 3a X b If'Yes,' has itfiled a Form 990-T for this year? /f 'No'to /ine 34 provide an arp/anation on Schedule O ..................................... 3b 4 a At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?.......... 4a X b If 'Yes,' enter the name of the foreign country -
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). 5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?. 5a X b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?. 5 b X c If 'Yes,' to line 5aor 5b, did the organization file Form 8886-T?. 5c 6 a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?. 6a X b If 'Yes,' did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?............................................................................................. 6 b 7 Organizations that may receive deductible contributions under section 170(c). a Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided tothe payor?......................................................,.....................,.... 7 a X blf 'Yes,' did the organization notify the donor of the value of the goods or services provided?.......................... 7b c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? 7c X
d If 'Yes,' indicate the number of Forms 8282 filed during the year..........................| ld| e Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?........... 7e X f Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ............i. 7 f X g If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?.................................................................................................. 79 h If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?. 7h
8 Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring © 4 organization have excess business holdings at any time during the year?............................................ 8 9 Sponsoring organizations maintaining donor advised funds. a Did the sponsoring organization make any taxable distributions under section 4966?...............,.................. 9a b Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...................... 9b 10 Section 501(cXD organizations. Enter:
a Initiation fees and capital contributions included on Part Vlll, line 12 .| 10 a | b Gross receipts, included on Form 990, Part Vlll, line 12, for public use of club facilities .....| 10 b| 11 Section 501(c)(12) organizations. Enter:
a Gross income from members or shareholders.......................................... | 11 a| b Gross income from other sources (Do not net amounts due or paid to other sources | | 0 a :®i against amounts due or received from them.)........................................... 11 b 12 a Section 4947(aXI) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041 ?. blf 'Yes,' enter the amount of tax-exempt interest received or accrued during the year ....... 12 b| 13 Section 501(c)(29) qualified nonprofit health insurance issuers. als the organization licensed to issue qualified health plans in more than one state?.
Note: See the instructions for additional inforrnation the organization must report on Schedule O. 12a
13a
b Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ......................... | 13 b| c Enter the amount of reserves on hand................................................. | 13 c| 14 a Did the organization receive any payments for indoor tanning services during the tax year?. b If 'Yes,' has it filed a Form 720 to report these payments? /f 'No,' provide an explanation on Schedule Q...... 15 Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year?.
If 'Yes,' see instructions and file Form 4720, Schedule N. 14a X
14b
15 X
16 Is the organization an educational institution subject to the section 4968 excise tax on net investment income?. .
If 'Yes,' complete Form 4720, Schedule O.
BAA TEEA0105L 10/07/20
16 X
Form 990 (2020)
1152
Form 990 (2020) SOLVANG DANISH DAYS FOUNDATION 77-0400685 Page 6 Part VI Governance, Management, and Disclosure For each 'Yes' response to lines 2 through 7b below, and for a 'No' response to line 8a, 8b, or 1 Ob below, describe the circumstances, processes, or changes on Schedule O. See instructions.
Check if Schedule Ocontainsaresponse ornote toany line in this Part VI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ® Section A. Governing Body and Management
Yes No
la Enter the number of voting members of the governing body at the end of the tax year...... la 3 ' If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain on Schedule O. b Enter the number of voting members included on line la, above, who are independent..... 1b 2 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other ji ty ? 9 >X officer, director, trustee, or key employee?...........................i........................................... 2 X 3 Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors, trustees, or key employees to a management company or other person?....,.................... 3 X 4 Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?.............................................................................. 4 X 5 Did the organization become aware during the year of a significant diversion of the organization's assets?.............. 5 X 6 Did the organization have members or stockholders?.............................................................. 6 X 7 a Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body?. 7a X
b Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body?. 7b X 8 Did the organization contemporaneously document the meetings held or written actions undertaken during the year by :0 4 * 49 the following:
a The governing body?. 8a X
b Each committee with authority to act on behalf of the governing body?. 8b X 9 Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization's mailing address? /f 'Yes, ' provide the names and addresses on Schedu/e O............................ 9 X Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.) Yes No
10 a Did the organization have local chapters, branches, or affiliates?................................................... 10 a X b If 'Yes,' did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? .......................,................,.................,... 10 b 11 a Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form?...................... 11 a X b Describe in Schedule O the process, if any, used by the organization to review this Form 990. SEE SCHEDULE O 12 a Did the organization have a written conflict of interest policy? /f 'No, 'goto line 13.................................... 12 a X b Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts?. 12b
c Did the organization regularly and consistently monitor and enforce compliance with the policy? /f 'yes, ' describe in Schedu/e O how this was done ................................................................................. 12c 13 Did the organization havea written whistleblower policy?.......................................................... 13 X 14 Did the organization have a written document retention and destruction policy?....................................... 14 X 15 Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision? a The organization's CEO, Executive Director, or top management official. ............................................ 15a X b Other officers orkey employees of the organization..,............................................................ 15 b X If 'Yes' to line 15a or 15b, describe the process in Schedule O (see instructions). 16 a Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year?.................................................................................. 16 a X b If 'Yes,* did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization's exempt status with respect to such arrangements?. 16b Section C. Disclosure
17 List the states with which a copy of this Form 990 is required to be filed • _ (Al----_-----_--------_--__--- 18 Section 6104 requires an organization to make its Forms 1023 (1024 or 1024-A, if applicable), 990, and 990-T (Section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply. n Own website El Another's website ® Upon request El Other (explain on Schedule O) 19 Describe on Schedule 0 whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year. SEE SCHEDULE 0
20 State the name, address, and telephone number of the person who possesses the organization's books and records • MAX HANBERG 1663 COPENHAGEN DRIVE SOLVANG CA 93463 805-403-7537 BAA TEEA0106L 10/07/20 Form 990 (2020)
1153
Form 990 (2020) SOLVANG DANISH DAYS FOUNDATION 77-0400685 Page 7 Pait VII Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule Ocontainsaresponse ornote toany line in this Part VII. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . El Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 1 a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization's tax year.
• List all of the organization's current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid. • List all of the organization's current key employees, if any. See instructions for definition of 'key employee.' • List the organization's five current highest compensated employees (other than an officer, director, trustee, or key employee) who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations.
• List all of the organization's former officers, key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations. • List all of the organization's former directors or trustees that received, in the capacity as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations.
See instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee. (C)
(A)
Name and title
(1) MAX HANBERG
-------------------
PRESIDENT
g)- BQD-NE¥- -NIE-L-5EN- -----
SECRETARY
g)- BEg-NDA -AND-E-R@QN_ ____
VICE PRESIDENT
ce)-_________-______
04----------------
0-----------------
ce)-----------------
(10)
-------------------
/1-4-----------------
(13)
-------------------
(14)
-------------
BAA
Position (do not check more
(B) than one box, unless person
Average is both an officer and a
hours director/trustee)
Lii Q 1 3- 9 ir 3 2 2
(list any g- i· c= 29· < v :r q
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TEEA0107L 10/07/20
(D)
Reportable
compensation from
the organization
(W-2/1099-MISC)
0. 0.
0. (E)
Reportable
compensation from
related organizations
0-2/1099-MISC)
0. 0.
0. (F)
Estimated amount
of other
compensation from
the organ ization
and related
organizations
0. 0.
0. Form 990 (2020)
1154
Form 990 (2020) SOLVANG DANISH DAYS FOUNDATION 77-0400685 Page 8 Part VII Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued) (B) (C)
(A)
Name and title
Position
Average (do not check more than one
hours box, unless person is both an
weerk officer and a director/trustee)
#sny 95 1- 0 2 3 Igi for 1 3 3- 2
related *2-gr q a --
organiza 2- 2 020-I
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dotted n
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(D)
Reportable
compensation from
the organization
(W-2/1099-MISC)
(E)
Reportable
compensation from
related oraan izations
(W-2/1099-MISC)
(F)
Estimated amount
of other
compensation from
the organ ization
and related
organizations
31-P-
-(19)-
9-9-
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30_
93)-
1 b Subtotal...............,..,,,,,,. ........,...,,,,,,..,...........,..... 0 . 0 . 0. c Total from continuation sheets to Part VII, Section A............... ......... 0. 0. 0. d Total (add lineslbandle)............,.,,.,.,,..........,....,,,,,..... 0. 0. 0. 2 Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 0
Yes No
3 Did the organization list any former officer, director, trustee, key employee, or highest compensated employee online la< If 'Yes,' complete Schedule J for such individual........................................................ 3 X 4 For any individual listed on line 1 a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? /f 'Yes/ complete Schedule J for such individual................................................................................................. 4 X 5 Did any person listed on line 1 a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? /f 'yes, 0 complete Schedu/e J for such person,............................,. 5 X Section B. Independent Contractors
1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization's tax year.
Name and business address
(A) (B) (C)
Description of services Compensation
2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 0
BAA TEEA0108L 10/07/20 Form 990 (2020)
1155
Form 990 (2020) SOLVANG DANISH DAYS FOUNDATION 77-0400685 Page 9 Part ¥1#41 Statement of Revenue
Check if Schedule Ocontainsaresponse ornote toany line in this Part Vill. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . H (A) (B) (C) (D)
Total revenue Related or Unrelated Revenue
exempt business excluded from tax
function revenue under sections
revenue 512-514
1 a Federated campaigns 1 a
b Membership dues 1b
c Fundraising events 1 c
d Related organizations ld
e Government grants (contributions) le
f All other contributions, gifts, grants, and
similar amounts not included above lf
g Noncash contributions included in
lines la-lf 19
h Total. Add lines la-lf •
Business Code i x27 3 t R * 2< 4z
2 a DAN-I-SH _PSYS_ BMENI __ ___ 5,153. 5,153.
b
C
d
e
--------------
f All other program service revenue....
g Total. Add lines 28-2£ ........................,.,,,, • 5,153. 3 Investment income (including dividends, interest, and other similar amounts).............................. • 6. 6. 4 Income from investment of tax-exempt bond proceeds •
5 Royalties....................,..................... • (i) Real (11) Personal =
6 a Gross rents 6a
b Less rental expenses 6b
c Rental income or (loss) 6c
d Net rental income or (loss)
7 a Gross amount from
sales of assets
other than inventory
b Less: cost or other basis
and sales expenses
c Gain or (loss).
d Net gain or (loss)..
(i) Securities (11) Other , 1, *,5
7a
7b
7c
8 a Gross income from fundraising events i
(not including $ 4,>
of contributions reported on line lc).
See Part IV, line 18............ Sa
b Less: direct expenses...... 8b
c Net income or (loss) from fundraising events.......... - 9 a Gross income from gaming activities * *
See Part IV, line 19 9a
b Less direct expenses 9b
c Net income or (loss) from gaming activities -
10a Gross sales ofinventory, less.....
returns and allowances . 10a
b Less: cost of goods sold.... 10b
c Net income or (loss) from sales of inventory.......... • :ellaneous
Business Code
P d All other revenue ..................
e Total. Add lineslla-lld............................ - 12 Total revenue. See instructions...................... 5,159. 5,153. 0. 6.
A TEEA0109L 10/07/20 Form 990 (2020)
1156
Form 990 (2020) SOLVANG DANISH DAYS FOUNDATION 77-0400685 Page 10 Part IX Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).
Check if Schedule Ocontainsa response or note to any line in this Part IX . (A) (B) (C) (D) Do not include amounts reported on lines Total expenses Program service Management and Fundraising 6b, 7b, Bb, 9b, and 100 of Part Vill. expenses general expenses expenses
1 Grants and other assistance to domestic
organizations and domestic governments.
See Part IV, line 21.
2 Grants and other assistance to domestic
individuals. See Part IV, line 22.............
3 Grants and other assistance to foreign
organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. 4 Benefits paid to or for members.............
5 Compensation of current officers, directors,
trustees, and key employees............... 0. 0.0. 0.
6 Compensation not included above to
disqualified persons (as defined under
section 4958(f)(1)) and persons described
insection 4958(c)(3)(B).................... 0. 0. 0. 0. 7 Other salaries and wages .
8 Pension plan accruals and contributions
(include section 401(k) and 403(b)
employer contributions).
9 Other employee benefits ........
10 Payroll taxes.......................,,,.,,,
11 Fees for services (nonemployees):
a Management. .......................,.,,,,
b Legal.
c Accounting..................... ..........
d Lobbying
e Professional fundraising services. See Part IV, line 17. f Investment management fees...............
g Other. (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule 0.) ..... 12 Advertising and promotion..................
13 Office expenses. 369. 362. 7.
14 Information technology..................... 1,143. 1,120. 23. 15 Royalties..............,,.................
16 Occupancy 1,100. 1,078. 22.
17 Travel.
18 Payments of travel or entertainment
expenses for any federal, state, or local
public officials.............................
19 Conferences, conventions, and meetings.....
20 Interest..................................
21 Payments to affiliates. .....................
22 Depreciation, depletion, and amortization.... 3,903. 3,825. 78. 23 Insurance. 2,265. 2,220. 45.
24 Other expenses. Itemize expenses not
covered above (List miscellaneous expenses ':i:ji 6
on line 24e. If line 24e amount exceeds 10%
of line 25, column (A) amount, list line 24e 39 »!
expenses on Schedule O.> .
a -TRIP_ WINNER. 3,662. 3,589. 73.
b PAR-APE _EXP-EN-SESL---_1111_ 494. 484. 10.
c UNQE-CUEED_ER-OPERTX -TAX ____ 325. 319. 6.
d PUI-S_ & -MEMUBSH-I-P- ------- 316. 310. 6.
e All other expenses......................... 192. 188. 4. 5 Total functional expenses. Add I nes 1 through 246 .... 13,769. 13,495. 274. 0.
Joint costs. Complete this line only if
the organization reported in column (B)
joint costs from a combined educational
campaign and fundraising solicitation.
Check here •
ID if following
SOP 98-2 (ASC 958-720)...............
BAA TEEA0110L 10/07/20 Form 990 (2020)
1157
Form 990 (2020) SOLVANG DANISH DAYS FOUNDATION
Part X Balance Sheet
Check if Schedule O contains a response or note to any line in this Part X 77-0400685 Page 11
(A) (B)
Beginning of year End of year
1 Cash -non-interest-bearing. 27,429. 1 20,470.
2 Savings and temporary cash investments..................................... 2 3 Pledges and grants receivable, net........................................... 3 4 Accounts receivable, net. -2,252. 4
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons........,...... 5 6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B)............... 6 7 Notes and loans receivable, net.............................................. 7 8 Inventories for sale or use................................................... 8 9 Prepaid expenses and deferred charges....................................... 9 10 a Land, buildings, and equipment: cost or other basis.
Complete Part VI of Schedule D. 10a 78,581.
b Less: accumulated depreciation.........i......... 10b 68,584. 13,900. loc 9,997. 11 Investments - publicly traded securities...................i................... 11 12 Investments - other securities. See Part IV, line 11............................ 12 13 Investments - program-related. See Part IV, line 11............................ 13 14 Intangible assets.......................................,,,.,,,,.,,,.,,...,.. 14 15 Other assets. See Part IV, line 11............................................ 15 16 Total assets. Add lines 1 through 15 (must equal line 33) 39,077. 16 30,467. 17 Accounts payable and accrued expenses...................................... 17 18 Grants payable............................................................. 18 19 Deferred revenue........................................................... 19 20 Tax-exempt bond liabilities................................................... 20 21 Escrow or custodial account liability. Complete Part IV of Schedule D............ 21 22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons...................... 22 23 Secured mortgages and notes payable to unrelated third parties................. 23 24 Unsecured notes and loans payable to unrelated third parties.................... 24 25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D .. 25 26 Totalliabilities. Add lines 17 through 25. 0. 26 0.
Organizations that follow FASB ASC 958, check here •
and complete lines 27,28,32, and 33.
27 Net assets without donor restrictions.......................................... 27 28 Net assets with donor restrictions............................................. 28 Organizations that do not follow FASB ASC 958, check here • and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds................................ 29 30 Paid-in or capital surplus, or land, building, or equipment fund................... 30 31 Retained earnings, endowment, accumulated income, or other funds............. 39,077. 31 30,467. 32 Total net assets or fund balances. 39,077. 32 30,467. 33 Total liabilities and net assets/fund balances. 39,077. 33 30,467.
TEEA0111L 10/07/20 Form 990 (2020)
1158
Form 990 (2020) SOLVANG DANISH DAYS FOUNDATION 77-0400685 Page 12 Part XI Reconciliation of Net Assets
Check if Schedule Ocontainsaresponse ornote toany line in this Part XI. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . m 1 Total revenue (must equal Part Vlll, column (A),line 12).,.............................................. 1 5,159. 2 Total expenses (must equal Part IX, column (A), line 25).... i ........................................... 2 13,769. 3 Revenue less expenses. Subtract line 2 from line 1...................................................... 3 -8,610. 4 Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A))..,,............... 4 39,077. 5 Net unrealized gains (losses) on investments........................................................... 5 6 Donated services and use of facilities................................................i................. 6 7 Investment expenses.......,,,,,..........,,,,,,,.............,,,,.........,...,,,,.,.............., 7 8 Prior period adjustments............................................................................. 8 9 Other changes in net assets or fund balances (explain on Schedule O).................................... 9 0. 10 Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B)).......................................................................... .............. 10 30,467. jPmt XII Financial Statements and Reporting
Check if Schedule Ocontainsaresponse ornote toany line in this Part XII. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . El Yes No
1 Accounting method used to prepare the Form 990: Cash ®Accrual El Other If the organization changed its method of accounting from a prior year or checked 'Other,' explain in Schedule O.
2 a Were the organization's financial statements compiled or reviewed by an independent accountant?..................... 2a X If 'Yes,' check a box below to indicate whether the financial statements for the year were compiled or reviewed on a > - separate basis, consolidated basis, or both:
I Separate basis El Consolidated basis g Both consolidated and separate basis b Were the organization's financial statements audited by an independent accountant?................................. 2 b X If 'Yes,' check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
El Separate basis E Consolidated basis Both consolidated and separate basis c If 'Yes' to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?. 2c If the organization changed either its oversight process or selection process during the tax year, explain on Schedule O.
3 a As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?.............................................................................. 33 X b If 'Yes,' did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why on Schedule O and describe any steps taken to undergo such audits........................... 3b BAA TEEA0112L 10/19/20 Form 990 (2020)
1159
SCHEDULE A
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Name of the organization
Public Charity Status and Public Support
OMB No. 1545-0047
Complete if the organization is a section 501(c)(3) organization or a section 2020 4947(aXI) nonexempt charitable trust.
• Attach to Form 990 or Form 990-EZ.
00*n to Public
• Go to www.irs.gov/Form990 for instructions and the latest information. Ihspection Employer identification number
SOLVANG DANISH DAYS FOUNDATION 77-0400685
ParUU Reason for Public Charity Status. (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box,) 1 A church, convention of churches, or association of churches described in section 170(b*1*AXi). 2 A school described in section 170(bX1XAXii). (Attach Schedule E Form 990 or 990-EZ).) 3 A hospital or a cooperative hospital service organization described in section 170(bX1XAXiii). 4 A medical research organization operated in conjunction with a hospital described in section 170(b*1*AXili). Enter the hospital's name, city, and state:
---------------
5 El An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b*1XAXiv). (Complete Part I I.)
6 A federal, state, or local government or governmental unit described in section 170(b*1)(A)(v). 7 ID An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b*1XAXvi). (Complete Part I I.)
8 ID A community trust described in section 170(b*1XAXvi). (Complete Part Il.) 9 El An agricultural research organization described in section 170(b*1*AXix) operated in conjunction with a land-grant college or university or a non-land-grant college of agriculture (see instructions). Enter the name, city, and state of the college or university:
-----------------------------------------
10 An organization that normally receives (1) more than 33-1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions, subject to certain exceptions; and (2) no more than 33-1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a*2). (Complete Part Ill.) 11 An organization organized and operated exclusively to test for public safety. See section 509(a)(4). 12 EB An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(aXI) or section 509(a*2).See section 509(a)(3). Check the box in lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g. a El Typel. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.
b ID Type 11. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.
c Type 111 functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E. d U Type 111 non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V. e Check this box if the organization received a written determination from the IRS that it is a Type 1, Type ll, Type Ill functionally integrated, or Type 111 non-functionally integrated supporting organization. f Enter the number of supported organizations.
g Provide the following information about the supported organization(s). (i) Name of supported organization Oi) EIN Oii) Type of organization Ov) Is the M Amount of monetary (vi) Amount of other (described on lines 1 -10 organization listed support (see instructions) support (see instructions) above (see instructions)) in your governing
document?
Yes No
(A)
(B)
(C)
(D)
(E)
Total
BAA For Papenvork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
TEEA0401 L 09/14/20
Schedule A (Form 990 or 990-EZ) 2020
1160
Schedule A Form 990 or 990-EZ) 2020 SOLVANG DANISH DAYS FOUNDATION 77-0400685 Page 2 Part Il Support Schedule for Organizations Described in Sections 170(bX1 XAXiv) and 170(bX1 XAXvi) (Complete only if you checked the box on line 5,7, or 8 of Part I or if the organization failed to qualify under Part 111. If the organization fails to qualify under the tests listed below, please complete Part 111.) Section A. Public Support
Calendar year (or fiscal year
beginning in) I
(a) 2016 (b) 2017 (c) 2018 (d) 2019 (e) 2020 (f) Total
1 Gifts, grants, contributions, and
membership fees received. (Do not
include any 'unusual grants.')........
2 Tax revenues levied for the
organization's benefit and
either paid to or expended
on its behalf................
3 The value of services or
facilities furnished by a
governmental unit to the
organization without charge....
4 Total. Add lines 1 through 3...
5 The portion of total
contributions by each person
(other than a governmental
unit or publicly supported
organization) included on line 1
that exceeds 2% of the amount
shown on line 11, column (f)...
6 Public support. Subtract line 5 . 6, . b... ·79: :.ki: 11!!-- 0 ix " from line 4...................7
Section B. Total Support
Calendar year (or fiscal year (a) 2016 (b) 2017 (c) 2018 (d) 2019 (e) 2020 (f) Total beginning in) I
7 Amounts from line 4.........
8 Gross income from interest,
dividends, payments received
on securities loans, rents,
royalties, and income from
similar sources..............
9 Net income from unrelated
business activities, whether or
not the business is regularly
carried on..................
10 Other income. Do not include
gain or loss from the sale of
capital assets (Explain in
Part VI.).....................
11 Total support. Add lines 7
through 10
12 Gross receipts from related activities, etc (see instructions) 12 13 First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here.
Section C. Computation of Public Support Percentage
14 Public support percentage for 2020 Cline 6, column (f), divided by line 11, column (0).......................... 14 % 15 Public support percentage from 2019 Schedule A, Part Il, line 14............................................ 15 % 168 33-1/3% support test-2020. If the organization did not check the box on line 13, and line 14 is 33-1/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization.................................................. *I b 33-1/3% support test-2019. If the organization did not check a box on line 13 or 16a, and line 15 is 33-1/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization.............................,,..,.,,,,,,,,..,.... *I 17a 10%-facts-and-circumstances test-2020. If the organization did not check a box on line 13,16a, or 16b, and line 14 is 10% or more, and if the organization meets the facts-and-circumstances test, check this box and stop here. Explain in Part VI how the organization meets the facts-and-circumstances test. The organization qualifies as a publicly supported organization............ ID b 10%-facts-and-circumstances test-2019. If the organization did not check a box on line 13,16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the facts-and-circumstances test, check this box and stop here. Explain in Part VI how the organization meets the 'facts-and-circumstances' test. The organization qualifies as a publicly supported organization. 18 Private foundation. If the organization did not check a box on line 13,16a, 16b, 17a, or 17b, check this box and see instructions. . .
BAA Schedule A (Form 990 or 990-EZ) 2020
TEEA0402L 09/14/20
1161
Schedule A (Form 990 or 990-EZ) 2020 SOLVANG DANISH DAYS FOUNDATION 77-0400685 Page 3 Part#L Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part Il. If the organization fails to qualify under the tests listed below, please complete Part 11.) Section A. Public Support
Calendar year (or fiscal year beginning in) • (a) 2016 (b) 2017 (c) 2018 (d) 2019 (e) 2020 (f) Total 1 Gifts, grants, contributions,
and membership fees
received. (Do not include
any 'unusual grants.')......... 130,348. 98,465. 108,626. 112,844. 5,153. 455,436. 2 Gross receipts from admissions,
merchandise sold or services
performed, or facilities
furnished in any activity that is
related to the organization's
tax-exempt purpose........... 0.
3 Gross receipts from activities
that are not an unrelated trade
or business under section 513. 0.
4 Tax revenues levied for the
organization's benefit and
either paid to or expended on
its behalf . 0.
5 The value of services or
facilities furnished by a
governmental unit to the
organization without charge.... 0.
6 Total. Add lines 1 through 5.... 130,348. 98,465. 108,626. 112,844. 5,153. 455,436. 7a Amounts included on lines 1,
2, and 3 received from
disqualified persons .......... 0. 0. 0. 0. 0. 0.
b Amounts included on lines 2
and 3 received from other than
disqualified persons that
exceed the greater of $5,000 or
1% of the amount on line 13
forthe year.................. 0. 0. 0. 0. 0. 0.
c Add lines 7aand 7&.......... 0. 0. 0. 0. 0.
8 Public support. (Subtract line
7c from line 6.). . . . . . . . . . . . . .. « 319 434«91 «d f 252 ix= 44 +49 .44 »fo "77 Section B. Total Support
Calendar year (or fiscal year beginning in) • (a) 2016 (b) 2017 (c) 2018 (d) 2019 (e) 2020 9 Amounts from line 6.......... 130,348. 98,465. 108,626. 112,844. 5,153. 10a Gross income from interest, dividends,
payments received on securities loans,
rents, royalties, and income from
similar sources.................. 17. 22. 14. 13. 6.
b Unrelated business taxable
income (less section 511
taxes) from businesses
acquired after June 30,1975.
c Add lines 10a and 10b. 17. 22. 14. 13. 6.
11 Net income from unrelated business
activities not included in line 10b,
whether or not the business is
regularly carried on..............
12 Other income. Do not include
gain or loss from the sale of
capital assets (Explain in
Part VI.).............
13 Total support. (Add lines 9,
10c, 11, and 12.)............. 130,365. 98,487. 108,640. 112,857. 5,159. 14 First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here.......................................................................
0. 455,436.
(D Total
455,436.
72. 0.
72. 0.
0. 455,508.
Section C. Computation of Public Support Percentage
15 Public support percentage for 2020 Cline 8, column (0, divided by line 13, column (0).......................... 15 99.98 ! 16 Public support percentage from 2019 Schedule A, Part Ill, line 15........................................... 16 99.98 ! Section D. Computation of Investment Income Percentage
17 Investment income percentage for 2020 Cline 10c, column 0, divided by line 13, column (D).................... 17 0.02 1 18 Investment income percentage from 2019 Schedule A, Part Ill, line 17....................................... 18 0.02 1 19a 33-1/3% support tests-2020. If the organization did not check the box on line 14, and line 15 is more than 33-1/3%, and line 17 is not more than 33-1/3%, check this box and stop here. The organization qualifies as a publicly supported organization.......... b 33-1/3% support tests-2019. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33-1/3%, and line 18 is not more than 33-1/3%, check this box and stop here. The organization qualifies as a publicly supported organization.... 20 Private foundation. If the organization did not check a box on line 14, 19a, or 194 check this box and see instructions............
BAA TEEA0403L 09/14/20 Schedule A (Form 990 or 990-EZ) 2020 1162
Schedule A (Form 990 or 990-EZ) 2020 SOLVANG DANISH DAYS FOUNDATION 77-0400685 Page 4 Part IV Supporting Organizations
(Complete only if you checked a box in line 12 on Part I. If you checked box 12a, Part I, complete Sections A and B. If you checked box 12b, Part I, complete Sections A and C. If you checked box 12c, Part I, complete Sections A, D, and E. If you checked box 12d, Part I, complete Sections A and D, and complete Part V.) Section A. All Supporting Organizations
Yes No
1 Are all of the organization's supported organizations listed by name in the organization's governing documents? If 'No,' describe in Part VI how the supported organizations are designated. If designated by class or purpose, describe the designation. If historic and continuing relationship, explain. 1 2 Did the organization have any supported organization that does not have an IRS determination of status under section 509030) or (237 If 'Yes,' explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2). 2
3a Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? /f 'Yes, ' and 3c below. 3a
answer lines 3b
b Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? /f 'Yes, ' made the determination. 3b
describe in Part VI when and how the organization
c Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purpose€? If 'Yes,' explain in Part VI what controls the organization put in place to ensure such use. k 4a Was any supported organization not organized in the United States ('foreign supported organization')? /f 'Yes' and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below. Aa b Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? /f 'Yes, ' describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations. 4b c Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? /f 'yes, ' explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes. k 5a Did the organization add, substitute, or remove any supported organizations during the tax year? /f 'Yes,' answer lines 5b and 5c below Of applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and Ov) how the action was accomplished (such as by amendment to the organizing document). 5a b Type I or Type 11 only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document? 5b
c Substitutions only. Was the substitution the result of an event beyond the organization's control? 5c 6 Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization's supported organizations? /f 'Yes, ' provide detail in Part VI. 6 7 Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (as defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? /f 'yes, ' complete Part I of Schedule L (Form 990 or 990-EZ). 7 8 Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? /f 'Yes,' complete Part I of Schedule L (Form 990 or 990-EZ). 8
9a Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If 'Yes/ provide detail in Part VI. 9a
b Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? /f 'Yes, 'provide detail in Part VI. 9b c Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? /f 'Yes,' provide detail in Part VI. k 10a Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding i , „ certain Type 11 supporting organizations, and all Type 111 non-functionally integrated supporting organizations)? /f 'Yes, ' answer line 1 Ob below . 10a
b Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine 112 1 t whether the organization had excess business holdings.). 10b BAA TEEA0404L 01/20/21 Schedule A (Form 990 or 990-EZ) 2020 1163
Schedule A (Form 990 or 990-EZ) 2020 SOLVANG DANISH DAYS FOUNDATION 77-0400685 Page 5 Part 1¥ Supporting Organizations (continued)
Yes No
11 Has the organization accepted a gift or contribution from any of the following persons? a A person who directly or indirectly controls, either alone or together with persons described in lines 1lb and llc below, the governing body of a supported organization? 1la
b A family member of a person described in line 1la above? 1lb c A 35% controlled entity of a person described in line 118 or 1lb above? /f 'Yes'to line 1 la, 1 lb, or l lc, provide detail in Part VI. llc Section B. Type I Supporting Organizations
Yes No
1 Did the governing body, members of the governing body, officers acting in their official capacity, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization's officers, directors, or trustees at all times during the tax year? /f 7Vo, ' describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization's activities. If the organization had more #/ %.'' than one supported organization, describe how the powers to appoint and/or remove officers, directors, or trustees . I were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year. 1
2 Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? /f 'Yes, ' explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised, or controlled the supporting organization. 2
Section C. Type 11 Supporting Organizations
Yes No
1 Were a majority of the organization's directors or trustees during the tax year also a majority of the directors or trustees 242 "' of each of the organization's supported organization(s)? /f 'No, ' describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s), 1 Section D. All Type 111 Supporting Organizations
Yes No
1 Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization's tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization's governing documents in effect on the date of notification, to the extent not previously provided? 1 2 Were any of the organization's officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? /f 'No, ' explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s). 2 3 By reason of the relationship described in line 2, above, did the organization's supported organizations have a significant j ft i f voice in the organization's investment policies and in directing the use of the organization's income or assets at all times during the tax year? /f 'Yes,' describe in Part VI the role the organization's supported organizations played in this regard. 3
Section E. Type 111 Functionally Integrated Supporting Organizations 1 Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions). a The organization satisfied the Activities Test. Complete line 2 below. b The organization is the parent of each of its supported organizations. Complete line 3 below. c El The organization supported a governmental entity. Describe in Part VI how you supported a governmental entity (see instructions). 2 Activities Test. Answer lines 2a and 2b below. Yes No a Did substantially all of the organization's activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? /f 'Yes, ' then in Part Vi identi4 those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities. 2a
b Did the activities described in line 2a, above, constitute activities that, but for the organization's involvement, one or more of the organization's supported organization(s) would have been engaged in? /f 'Yes/ explain in Part VI the I/' reasons for the organization's position that its supported organization(s) would have engaged in these activities but for the organization's involvement. 2b
3 Parent of Supported Organizations. Answer lines 3a and 3b below. a Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? /f 'Yes' or 'No,' provide details in Part VI. 3a b Did the organization exercise a substantial degree of direction over the policies, programs, and activities of each of its supported organizations? /f 'Yes, ' describe in Part VI the role played by the organization in this regard. 3b BAA TEEA0405L 09/14/20 Schedule A (Form 990 or 990-EZ) 2020 1164
Schedule A (Form 990 or 990-EZ) 2020 SOLVANG DANISH DAYS FOUNDATION 77-0400685 Page 6 Pan W Type Ill Non-Functionally Integrated 509(a)(3) Supporting Organizations 1 Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type 111 non-functionally integrated supporting organizations must complete Sections A through E. (B) Current Year Section A - Adjusted Net Income (A) Prior Year (optional)
1 Net short-term capital gain 1
2 Recoveries of prior-year distributions 2
3 Other gross income (see instructions) 3
4 Add lines 1 through 3. 4
5 Depreciation and depletion 5
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6
7 Other expenses (see instructions) 7
8 Adjusted Net Income (subtract lines 5,6, and 7 from line 4) 8 Section B - Minimum Asset Amount
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):
a Average monthly value of securities la
b Average monthly cash balances lb
c Fair market value of other non-exempt-use assets le
d Total (add lines la, lb, and le) ld
e Discount claimed for blockage or other factors
(explain in detail in Part VI):
2 Acquisition indebtedness applicable to non-exempt-use assets 2 3 Subtract line 2 from line ld. 3
4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). 4
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5 6 Multiply line 5 by 0.035. 6
7 Recoveries of prior-year distributions 7
8 IVIinimum Asset Amount (add line 7 to line 6) 8
(A) Prior Year (B) Current Year
(optional)
Section C - Distributable Amount x *37; 2 Current Year
1 Adjusted net income for prior year (from Section A, line 8, column A) 1 2 Enter 0.85 of line 1. 2
3 Minimum asset amount for prior year (from Section B, line 8, column A) 3 4 Enter greater of line 2 or line 3. 4
5 Income tax imposed in prior year 5
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions). 6 --
7 ID Check here if the current year is the organization's first as a non-functionally integrated Type 111 supporting organization (see instructions).
BAA Schedule A (Form 990 or 990-EZ) 2020
TEEA0406L 01/25/21
1165
Schedule A (Form 990 or 990-EZ) 2020 SOLVANG DANISH DAYS FOUNDATION 77-0400685 Page 7 Part V Type 111 Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued) Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes 1 2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity 2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3 4 Amounts paid to acquire exempt-use assets 4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI') 5 6 Other distributions (describe in Part VI). See instructions. 6 7 Total annual distributions. Add lines 1 through 6. 7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions, 8
9 Distributable amount for 2020 from Section C, line 6 9 10 Line 8 amount divided by line 9 amount 10
Section E - Distribution Allocations (see instructions) 1 Distributable amount for 2020 from Section C, line 6
(i) (ii) (iii)
Excess Underdistributions Distributable
Distributions Pre-2020 Amount for 2020
2 Underdistributions, if any, for years prior to 2020 (reasonable cause required - explain in Part VD. See instructions.
3 Excess distributions carryover, if any, to 2020
a From 2015.
b From 2016...............
c From 2017.
d From 2018...............
e From 2019.
f Total of lines 3a through 3e
g Applied to underdistributions of prior years
h Applied to 2020 distributable amount
i Carryover from 2015 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. 4 Distributions for 2020 from Section D,
line 7: $
a Applied to underdistributions of prior years
b Applied to 2020 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2020, if any.
Subtract lines 3g and 4a from line 2. For result greater than zero, explain in Part V/. See instructions.
6 Remaining underdistributions for 2020. Subtract lines 3h and 4b from line 1. For result greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2021. Add lines 3j and 4c. 8 Breakdown of line 7:
a Excess from 2016 ......
b Excess from 201 Z ......
c Excess from 2018 .....
d Excess from 2019.
e Excess from 202Q ......
BAA Schedule A (Form 990 or 990-EZ) 2020
TEEA0407L 01/20/21
1166
Schedule A (Form 990 or 990-EZ) 2020 SOLVANG DANISH DAYS FOUNDATION 77-0400685 Page 8 Part Vt Supplemental Information. Provide the exnlanations required by Part Il, line 10; Part Il, line 17a or 17b; Part Ill, line 12; Part IV, Section A, lines 1, 2, 34 30, 44 4c, 58, 6, 98, 9b, 9c, 118, 11 b, and l l c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines lc, 2a, 2b, 3a, and 3b; Part V, line 1; Part V, Section B, line le; Part V, Section D, lines 5, 6, and 8; and Part V, Section E, lines 2,5, and 6. Also complete this part for any additional information. (See instructions.) BAA TEEA0408L 09/14/20 Schedule A (Form 990 or 990-EZ) 2020 1167
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Name of the organization
Supplemental Financial Statements
• Complete if the oraanization answered 'Yes' on Form 990, Part IV, line 6, 7, 8, 9, 16, 1 l a, 1 l b, l lc, 1 l d, 11e, 11 f, 12a, or 12b. - Attach to Form 990.
• Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2020
Open to Public
Inspection
Employer identification number
SOLVANG DANISH DAYS FOUNDATION 77-0400685
Part l Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 6. (a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year...........
2 Aggregate value of contributions to (during year). .
3 Aggregate value of grants from (during year),,,.,
4 Aggregate value at end of year .
5 Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization's property, subject to the organization's exclusive legal control?. 6 Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit?.
El Yes El No
H Yes ] No
Part 11 Conservation Easements.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 7. 1 Purpose(s) of conservation easements held by the organization (check all that apply).
Preservation of land for public use (for example, recreation or education) Preservation of a historically important land area Protection of natural habitat Preservation of a certified historic structure Preservation of open space
2 Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Tax Year
a Total number of conservation easements. 2a
b Total acreage restricted by conservation easements. 2b c Number of conservation easements on a certified historic structure included in Cal ............. 2c d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed inthe National Register .................................,.....,,,..,,..,,,. 2 d 3 Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the tax year •
4 Number of states where property subject to conservation easement is located • 5 Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds?.................................................... E]Yes No 6 Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year 7 Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year .$
8 Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)?.........................................,,.,.,,,,,,.,.....................,,, E]Yes I No 9 In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement and balance sheet, and include, if applicable, the text of the footnote to the organization's financial statements that describes the organization's accounting for conservation easements.
phR)111 Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 8. 1 a If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide in Part XIII the text of the footnote to its financial statements that describes these items. b If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i) Revenue included on Form 990, Part Vlll, line l....................................................... »»$ (ii) Assets included in form 990, Part X ...................................,..,,...,,,,,,,,..,,,......... *$ 2 If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the following amounts required to be reported under FASB ASC 958 relating to these items:
a Revenue included on Form 990, Part Vlll, line 1........................................................... $ b Assets included in form 990, Part X. .$
BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990. TEEA3301 L 08/18/20 Schedule D (Form 990) 2020 1168
Schedule D (Form 990) 2020 SOLVANG DANISH DAYS FOUNDATION 77-0400685 Page 2 Part 111 Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued) 3 Using the organization's acquisition, accession, and other records, check any of the following that make significant use of its collection items (check all that apply):
a Public exhibition d F-1 Loan or exchange program
b Scholarly research e Other
c Preservation for future generations
4 Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part X111.
5 During the year, did the organization solicit or receive donations of art, historical treasures, or other similar assets m to be sold to raise funds rather than to be maintained as part of the organization's collection?..................... LJ Yes No #**1¥ Escrow and Custodial Arrangements. Complete if the organization answered 'Yes' on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21. 1 a Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not included on Form 990, Part X?.
b If 'Yes,' explain the arrangement in Part XIII and complete the following table:
1 Yes |3 No
Amount
c Beginning balance. 1c
d Additions during the year. ld
e Distributions during the year. le
f Ending balance ......................................................................... 1 f 2 a Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability?...... | | Yes 3 No blf 'Yes,' explain the arrangement in Part XIII. Check here if the explanation has been provided on Part XIII.
Part V Endowment Funds. Complete if the organization answered 'Yes' on Form 990, Part IV, line 10. (a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back 1 a Beginning of year balance. .
b Contributions. .............
c Net investment earnings, gains,
and losses.
d Grants or scholarships.........
e Other expenditures for facilities
and prograrns.................
f Administrative expenses.
g End of year balance .
2 Provide the estimated percentage of the current year end balance (line 1 g, column (a)) held as:
a Board designated or quasi-endowment • %
b Permanent endowment • %
c Term endowment 9.• o
The percentages on lines 2a, 2b, and 2c should equal 100%. 3 a Are there endowment funds not in the possession of the organization that are held and administered for the organization by: Yes No
0) Unrelated organizations.........................i....................................................... 3*i) (ii) Related organizations................................................................................... 3a0D blf 'Yes' on line 3a(ii), are the related organizations listed as required on Schedule R?.............................. 3b 4 Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI Land, Buildings, and Equipment.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11 a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (b) Cost or other (c) Accumulated (d) Book value (investment) basis (other) depreciation
la Land..................
b Buildings. ................................
c Leasehold improvements...................
d Equipment. ......... 78,581. 68,584. 9,997.
e Other.....,...............
Total. Add lines la through le. (Column (d) must equal Form 990, Part X column (B), Une 10c.). 9,997.
BAA Schedule D (Form 990) 2020
TEEA3302L 08/18/20
1169
Schedule D (Form 990) 2020 SOLVANG DANISH DAYS FOUNDATION 77-0400685 Page 3 Part VII Investments - Other Securities. N/A
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11 b. See Form 990, Part X, line 12. (a) Description of security or category (including name of security) (b) Book value (c) Method of valuation: Cost or end-of-year market value (1) Financial derivatives.
(2) Closely held equity interests.
(3) Other
1A1________------------------
(B)
----------------------------
(C)
----------------------
(D)
----------------------
(E)
(G)
-----------------------
(H)
---------------------------
Tob\. (Column (b) must equal Form 990, Part X, column (B) line 12.) .. im. I 'b WY#M" Part VI11 Investments - Program Related. N/A
Complete if the organization answered 'Yes' on Form 990, Part IV, line llc. See Form 990, Part X, line 13. (a) Description of investment (b) Book value (c) Method of valuation: Cost or end-of-year market value (1)
(2)
(3)
(4)
(5)
e)
(10)
lob\. (Column (b) must equal Form 990, Part X, column (B) line 13.).. du W *Bil ;11*ILWEVI 1 VIVP B ME Part IX I Other Assets. N/A
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11 d. See Form 990, Part X, line 15. (a) Description . (b) Book value
(1)
(2)
(3)
(4)
e)
(10)
Total. (Column (b) must equal Form 990, Part X, column (B) line 15.)..............................,,,..,.,....... 4 Pmt X Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11 e or 11 f. See Form 990, Part X, line 25.
1. (a) Description of liability (b) Book value
(1) Federal income taxes
(2)
0)
(4)
(9)
(10)
(11)
1{*a\. (Column (b) must equal Form 990, Part X, column (B) line 25.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FASB ASC 740. Check here if the text of the footnote has been provided in Part X111..........,............................................
BAA TEEA3303L 08/18/20 Schedule D (Form 990) 2020
1170
Schedule D (Form 990) 2020 SOLVANG DANISH DAYS FOUNDATION 77-0400685 Part XI I Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. N/A Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a. 1 Total revenue, gains, and other support per audited financial statements.................................. 1 2 Amounts included on line 1 but not on Form 990, Part Vlll, line 12:
a Net unrealized gains (losses) on investments. 2a
b Donated services and use of facilities. 2b
c Recoveries ofprior year grants. 2c
d Other (Describe in Part XIII.). ...............,,................,.,.,......... 2d e Add lines 2a through 2d.............................................................................. 2e 3 Subtract line 2e from linel...,....................................................................... 3 4 Amounts included on Form 990, Part Vlll, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part Vlll, line 7b............... 4a b Other (Describe in Part XIII.). ..............,,,,................,,,.......... 4b c Add lines 4aand 4h ................................................................................. 4c 5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part /, Une 12.) ............................ 5 Pmt*H Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. N/A Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements.............................................. 1 2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities. 2a
b Prior year adjustments. 2b
c Other losses. ... ............ 2c
d Other (Describe in Part XIII.) 2d
e Add lines 2athrough 2d. 2e
3 Subtract line 2efrom linel.......,................................................................... 3 4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part Vlll, line lb............... 48 b Other (Describe in Pan XIII.)................................................ 4 b c Add lines 4aand 41, ................................................................................. 4c 5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part /, Une 18.)........................... 5 Pall" Supplemental Information.
Provide the descriptions required for Part ll, lines 3, 5, and 9; Part Ill, lines l a and 4; Part IV, lines 1 b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
BAA Schedule D (Form 990) 2020
TEEA3304L 08/18/20
.
1171
SCHEDULE 0
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Name of the organization
Supplemental Information to Form 990 or 990-EZ OMB No. 1545-0047 Complete to provide information for responses to specific questions on Form 990 or 990-EZ or to provide any additional information. 2020 • Attach to Form 990 or 990-EZ.
• Go to www.irs.gov/Form990 for the latest information.
Employer identification number
SOLVANG DANISH DAYS FOUNDATION 77-0400685
FORM 990, PART VI, LINE 11 B - FORM 990 REVIEW PROCESS
REVIEWED BY THE TREASURER FOR APPROVAL
FORM 990, PART VI, LINE 19 - OTHER ORGANIZATION DOCUMENTS PUBLICLY AVAILABLE
UPON REQUEST
BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. TEEA4901 L 07/28/20 Schedule O (Form 990 or 990-EZ) (2020) 1172
2021-02-17 08:56 Sorenson 18056886061 >> P 2/28
Form 990
Return of Organization Exempt From Income Tax dulw
(Rev. Januory 2020)
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations) oepadment of tho Trcasufy - Do not cnter social security numbers on this form as it may be made public. Open to Public Into,nal Revenuo Service - Go to www./rs.gov/Form990 for instructions and the latest information. Inspection A For the 2019 calendar year, or tax year beginning ,2019, and ending , 8 Chock if applicablo; C D Employer Idintification numbir I -
Address chango SOLVANG DANISH DAYS FOUNDATION 77-0400685 Nome Chongo P.O. BOX 1424 E Tolophono numbor
- SOLVANG, CA 93464 Initial rolurn
FinMI icturn/lorminnted
Amended return G Gros5 receipts $ 112,844.
Application gonding F Namo and address of pnncipol officor: HM Is this o group rolum for subordinatos? Y,6 No SAME AS C ABOVE HO» Aro all tubordlnotes included? LI Y.s LINo It -No.- attach a list. (soo Instructions)
1 Tax-oxompt status: X 501(c)(3) 501(c) (. )• (insort no,) 4947(@Xl) or 527 J Website: • N/A M(¢) Group exemption numbor h
K Form ot oroonization: U Corporation | | T,ust | | Ass.ociation Lj Otheri L Year of tormation M 51* or legal doml¢lte:
Part I Summary
1 Briefly describe the organization's mission or most significant activities: TO ORGANIZE AND RUN THE ANNUAL DANISH c, DKYS- t-ESTYI12-ST-TH-E-CITY-dr 561-VA*I -WKICH SUPPORTS AND ENRICHES THE DANISH E CULTURAL-HISTORY oF 36]NANG- FOR THE GENER.U PUBUC.-
E Jitut-e.- ---------
* 2 El<3& ihii EG i-[Iifili; EriaLizaiMilihonTirIDePTIUBGDoAE6; 86*Niphe®24,4-101-plaiketi. 0 3 Number of voting members of the governing body (Part VI, line la) .......................1 .... 5...9. b.·'LBCO 3 4 Number of indepcndent voting membors of tho governing body (Part VI, line 1 b) ...rrti ..1 .*Ey„ C S Total number of individuals employed in calendar year 2019 (Part V, line 28).......EEO. ... 4 0
0 6 Total numbor of volunteers (estimate if nocossary)
7a Total unrelated business revenue from Part Vlll, column (C), line 12....Regist¥ 0fC??taritabl>; Tit 137.472 0 b Net unrelated business taxable income from Form 990-T, line 39....... 0.
Prior Year Current Year
Z
8 Contributions and grants (Part Vill, line l h), .,.,..,..,...,,..,... ................0 30,000. 30,000. 9 Program service revenue (Part Vill, line 29)........................................ 78,626. 82,831. 10 Investment income Fart Vlll, column (A), lines 3,4, and 7d).. ....................... 14. 13. 11 Other revenue (Part Vlll, column (A), lines 5, 60, Bc, 90, 10(, and 1 le). ... 12 Total revenue - add lines 8 Ihrough 11 (must equal Pan Vlll, column (A), line 12)..,... 108,640. 112,844. 13 Grants and similar amounts paid (Part IX, column (A), lines 1 -31 ..................... 14 Benefits paid to or for members (Part IX, column (A), line 4) •i•••+i••ii•••i••1••il••• 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10)...... 0 16a Professional fundraising fees (Part IX, column (A), line 1 le).......................... b Total fundraising expenses Part IX, column (D), line 25) • 3 17 Other expenses (Part IX, column (A), lines 1la-lld, 1lf-24e).......... ............. 122,190. 111,340. 18 Total expensos. Add lines 13-17 (must oqual Part IX, column (A), line 25) ,.......,.... 122,190. 111,340. 19 Revenue less expenses. Subtract line 18 from line 12.....,...,......,...,..,....,... -13,550. 1,504. 8 $ Beginning of Current Year End of Year
U 20 Total assets part X. line 16)............. 37,573. 39,077. 21 Total liabilities (Part X, line 26)..
2 22 Not assets or fund balances. Subtract line 21 from line 20. ..,.., ............'........ 37,573. 39,077.
Pirt 11 1 Signature Block
Under ponaltles of po,ju,y. 1 00¢12,e Ihal I luve examinod thls return, Including occomponying ir«dules ono Intements, and to tho best of my knowlodgo ind bol,of, IL 15 true, correct, Ind complete, Doclor,t,on 01 propsre, (Olhof Irlan officer) bs boted on all information 01 which pfoparor has any knowledge.
Sign
Storituro of officor
Here * MAX HANBERG
Typo or print nomo and title
PrinUTypo groporor's nomo Propofor's sionoturo
Paid G. STEWART FRIES G. STEWART FRIES
Preparer Arm's namo - SORENSON & ASSOCIATES
Use Only Firm·S.address -2027 VILLAGE LANE, STE 203
SOLVANG, CA 93463
May the IRS discuss this return with the preparer shown above? (see instructions) .
BAA For Paperwork Reduction Act Notice, see the separate instructions. ooto
TREASURER
Ohio Chock L,] i Pr,N
Soll·¢mg,loyed P01723713
Fl,m's EIN 46-4246494
Plone no. (805) 688-1122
X Yes No
TEEA01011. 01/21/20 Form 990 (2019)
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Form 990 (2019) SOLVANG DANISH DAYS FOUNDATION 77-0400685 Page 2 Part 111 Statement of Program Service Accomplishments
Check if Schodulo O contains a response or note to any line in this Part Ill. 1 Br,efly describe the organization's mission:
-TO -92@ygit .BE[1 201 Itit NPEJ.8& 9-8®[Sil-INg'& 33*XYAL_ IN 30& 33©C PE 39&-YANG,_ Fil]-C-H_ ___ -SUP-PORTS_NIP_81RICH#§_TH#_D-MIS-H_QULTUR-A-L_IRSTORY_QF_ 29-1-yANG_reR_ THE_GEN#RU_ EIIBLIC_.__ 2 Did the organization undertake any significant program services during the year which wero not listed on the prior Form 990 or 990·EZZ ...............................................................,......,.............. El Yes ® No If "Yes, - describe these new services on Schedule 0.
3 Did the organization cease conducting, or make significant changes in how it conducts, any program services?. ,.... El Yes ® No If 'Yes," describe these changes on Schedule O.
4 Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses.
Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported. 4 a Node: ) (Expenses $ 109,114, including grants of $ ) (Revenue $ ) -PEPARATION AND ORGANIZ-ATION-Q-K..8*JA -PMRS#_.RAYS-FEST-ZVAL IN SOLVANG, CAW.fq]3,18 L -- 4 b (Code: ) (Expenses $ including grants of $ )(Revenue $ ) 4 c (Code: ) (Expenses $ including grants of $ ) (Revenue S ) 4 d Other program services (Describe on Schedule 0.)
(Expenses $ including grants of $
4 e Total program service expenses • 109,114.
BAA TEEA0102L 07/31/19
) (Revonuo $
Form 990 (2019)
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Form 990 (2019) SOLVANG DANISH DAYS FOUNDATION
Part IV Checklist of Required Schedules
77-0400685 Page 3
Yes No
1 Is the organization described in seclion 501(c)(3) or 4947(a)(1) (other than a private foundation)? /f 'Yes,' complete Schedule A.. . . . . .. 1 X
2 Is the organization required to complete Schedule B. Schedule of Contributors (see instructions)? .................... 2 X 3 Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition lo candidates for public office? /f 'yes,"complete Schedu/e C, Part/............................................................ 3 X 4 Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? /f 'yes.' complete Schedule C Part //. ......., 5 Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98·19? If 'Yes,' complete Schedule C, Part Ill...... 5 X 6 Did the organization maintain any donor advised funds or any similar funds or accounts for which donors havo the right to provide advice on the distribution or investment of amounts In such funds or accounts? /f 'yes,' complete Schedule D, Part l
7 Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or histonc structures? /f 'yes, ' complete Schedule D, Partll, ....................... 7 X 8 Did the organization maintain collections of works of art, historical treasures, or other similar assets? /f 'yes,' complete Schedule D, Part Ill. ...........
9 Did the organization report an amount in Part X, line 21, for escrow or custodial account liability, serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation servicesl If 'Yes,' complete Schedule D, Part IV. ........, 10 Did the organization. directly or through a related organization, hold assets in donor·restricted endowments or in quasi endowments? /f 'yes, 'complete Schedule D, Part V. X 11 If the organization's answer to any of the following questions is 'Yes', then complete Schedule O, Parts VI, VII, VIII, IX, or X as applicable.
a Did the organization report an amount for land, buildings, and equipment in Part X, line 10? /f 'yes, ' comp/ete Schedule 0, Port Vl 11 a X
b Did the organization report an amount for investments - other securities in Part X, line 12, that is 5% or more of its total assets reported in Part X, line 16? /f 'yes, ' complete Schedule D, Port VIL , ............. ..., 1lb X c Did the organization report an amount for investments - program related in Part X, line 13, that is 5% or more of its total assets reported in Part X, line 167 /f 'yes, ' complete Schedule D, Part Vil/..,..,...................,.,.,..,......., ll c X d Did the organization report an amount for other assets in Part X, line 15, that is 5% or more of its total assets reported in Part X, line 16? lf 'yes,' complete Schedule D, Port /X.......................................................... 1ld X e Did the organization report an amount for other liabilities in Part X, lino 25? if 'Yes,' complete Schedule D. Part X. ...... llc X f Did the organization's separale or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)? If 'Yes.' complete Schedule D. Part X.... 11 1 X 12 a Did the organization obtain separate, independent audited financial statements for the tax year? /f 'yes,' complete 12a X
b Was the organization included in consolidated, indopendont audited financial statements for the tax year? /f 'Yes, ' and if the organization answered 'No' to line 120, then completing Schedule D, Parts XI and XII is optional..-.....-........ 12b X 13 Is the organization a school described in section 170(b)(1)(A)(ii)? /f 'yes,'complete Schedule E......... ............. 13 X 14a Did the organization maintain an office, employees, or agents outside of the United States?........................... 148 X b Did the organization have aggregate revenues or expenses of more than $10,000 from orantmaking, fundraising, business. investment. and program service activities outside the United States, or aggregate foreign investments valued at $100.000 or more? /f 'yes. ' complete Schedule F, Parts / and /V. ... ................................'...........1 14b X
15 Did the organization report on Part IX, column (A), line 3, moro than $5,000 of grants or other assistance to or for any foreign organization? lf 'Yes,' complete Schedule F. Parts If and IV. X 16 Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? if 'yes,' complete Schedule F, Parts W and /V... X 17 Did the organization report a total of more than $15,000 of expenses for professional fundraising Services on Part IX, column (A), lines 6 and 1le? /f 'yes, ' complete Schedule G, Part/ (see instructions) ................................. 17 X 18 Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VII I, lines le and 83? /f 'Yes,' complete Schedu/e G, Part//..............................,..........,........,......... 18 X 19 Did the oroanization report more than $15,000 of gross income from gaming activities on Part Vlll, line 93? /f 'yes, ' complete Schedule G. Part 111 ...........
203 Did the organization operate ono or more hospital facilitics? lf'Yes,'complete Schedule H, .,,-,.,,,,,,,,,,,,,,,-,0,-, 202 X b If 'Yes' to line 202, did the organization attach a copy of its audited financial statements to this return?. . . . . . 21 Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), lino 1 ? /f 'Yes,' complete Schedule 1, Parts I and 11...........
SAA TEEA 0103L 07/31/19
20b
21 X
Form 990 (2019)
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Form 990 (2019) SOLVANG DANISH DAYS FOUNDATION 77-0400685 Page 4 Part IV Checklist of Required Schedules (continued)
Yes
22 Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A),line 2? /f 'Yes,'complete Schedu/e /,Ports/ond //1.....................,..,.......................... 22 23 Did the organization answer 'Yes' to Part VII, Section A, line 3,4, or 5 about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees? /1 'Yes,' complete Schedule 1
24a Did tho organization have a tax-oxempt bond issue with an outstanding principal amount of moro than $100,000 as of the last day of the year. that was issued afler December 31, 2002? /f 'Yes, ' answer lines 245 through 24d and complete Schedule K. If 'No, 'go to line 258. .'',''I..'.'.''ll. '. .... .....' ZAa
b Did the organization invest any proceeds of tax·exempt bonds beyond a temporary poriod exception?.................240 c Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax,exempt bonds?. .......................................................................................1 24c
d Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?. ................. 24d 25 a Section 501(c)(3), 501(c)(4), and 501(cX29) organizations. Did the organization ongage in an excess benefit transaction with a disqualified person during the year? /1 'Yes; complete Schedule L, Part I.............., 250 b Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ? /f 'Yes,' complete Schedule L, Part I....... 25b
26 Did the organization report any amount on Part X, line 5 or 22, for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family memb0r of any of these persons? /f 'yes,' comp/ete Schedule L, Port U 27 Did the organization provide a grant or other assistance to any current or former officer. director, trustee, key employee, creator or founder, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons'? If 'Yes; complete Schedule L, Part Ill. ,.,,...,.., 28 Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions, for applicable filing thresholds, conditions, and exceptions):
a A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? /f 'Yes,' complete Schedule L, Part IV ............ 28a
b A family member of any individual described in line 283? /f 'Yes, complete Schedule L. Part N......... 28b c A 35% controlled entity of one or more individuals and/or organizations described in lines 28a or 28b? /f Yes,' complete Schedule L, Part IV, ''''.'','''ll''I.'.'','.'','','','..''. ''','..'..''. '. '. '.'''. '.. ''/' 28c
29 Did the organization receive more than $25,000 In non-cash contribulons? /f 'yes,' complete Schedule M.............. 29 30 Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? /f 'yes, ' comp/ete Schedu/e M............ 31 Did the organization liquidate. terminate, or dissolve and cease operations? lf 'yes,0 complete Schedu/e N, Part/....... 31 32 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? /f 'Yes,' complete 33 Did the organization own 100% of an entity disregarded as separate from the organization undor Regulations sections 301.7701·2 and 301.7701·3? lf 'Yes, ' complete Schedule R Part /. 34 Was the organization related to any tax-exempt or taxable entity? If 'Yes,' complete Schedule R, Part ll, Ill. or IV, and Part V. line l. . . . . . . . . . . . . . .
35 a Did the organization have a controlled entity within the meaning of section 5120)(13)?...... ...... ... ... ... 353 b If 'Yes' to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? ff 'yes, ' complete Schedule R Port K bne 2......................... 355 36 Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non·charitable related organization? /1 'Yes. ' complete Schedule R. Port V, /ine 2... 37 Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? /f 'yes, ' complete Schedule R Part V/. . . , 37 38 Did the organization Complete Schedule 0 and provide explanations in Schedule 0 for Part VI, lines 11b and 19? Note: All Form 990 filers are required to complete Schedule 0. .................................................... 38X Part V 1 Statements Regarding Other IRS Filings and Tax Compliance Check if Schedule O contains a response or note to any line in this Part V ...
Yes
1 a Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable ..... ........ i lal 0 i b Enter the number of Forms W-2G included in line la. Enter .0· if not applicable............ I lb| 0 c Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming ' (gambling) winnings toprize winners?....,,,........,......................······································ lc BAA TEEA0104L 07/31/19 Form 990 (2019)
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Form 990 (2019) SOLVANG DANISH DAYS FOUNDATION 77-0400685 Page 5 Part V Statements Regarding Other IRS Filings and Tax Compliance (continued) Yes NO
22 Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax State- ments, filed for the calendar year ending with or within the year covered by this return...... 2 0 blfat least one is reported on line 28, did the organization file all required federal employment tax returns?.............. 2b Note: If the sum of lines la and 29 is greater than 250, you may be required to e-file (see instructions) 3 a Did the organization have unrelated business gross income of $1,000 or more during the year?.........,.............. 32 X b If Yes,' has it filed a Form 990·T for this year? # 'No' 10 /ine 34 prow'de an explanatiOn on Schedule 0. ...1.............................. . 3b
4 a At any time during the calendar year, did the organization have an interest in, or a signature or other authoritv over, a financial account in a foreign country (such as a bank account, securities account, or other financel account)?.......... 40 X b If 'Yes.' enter the name of the foreign country• 1
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). 5 a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?.................... 58 X b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?............. 5b X c If 'Yes,' to line 58 or 5b, did the organization file Form 8886.T?... 6 a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organizalion solicit any contributions that were not tax deduchble as charitable contnbubons? .................................., b If 'Yes,' did the oraanization include with every solicitation an express statement that such contributions or gifts were not tax deductibleR
7 Organizations that may receive deductible contributions under section 170(c).
Ga X
6b
a Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and + services provided to the payor?
b If 'Yes,' did the organization notify the donor of the value of the goods or services provided?.............. ............ 7b c Did the organization sell. exchange. or otherwise dispose of tangible personal property for which it was required to file Form 8282?..................... .............................................................'.............. 7c X d If 'Yes,' indicate the number of Forms 8282 filed during the year..........................| 74 ' c Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?. 70 X f Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?.............. 7 f X g If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?
h If the omanization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098·C?....... 7h
8 Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?............................................ 8 9 Sponsoring organizations maintaining donor advised funds. j a Did the sponsdring organization make any taxable distributions under section 4966?. .... 9a b Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?..,................... 9b 10 Sect[on 501(cXD organizations. Enter: A
a Initiation fees and capital contributions included on Part Vlll, line 12, , I 108 b Gross receipts, included on Form 990, Part Vlll, line 12, for public use of club facilities .....1 10 b i 11 Section 501(cX12) organizations. Enter: .!
a Gross income from members or shareholders.................... ......'............. I 11 al ; b Gross income from other sources ©o not net amounts due or paid lo other sources against amounts due or received from them.)................. | 11 J . 1 12 a Section 4947(@Xl) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?. .............. 128 b If 'Yes,' enter the amount of tax-exempt interest received or accrucd during the year....... | 12b| 13 Section 501(cX29) qualified nonprofit health insurance issuers. als the organization licensed to issue qualified health plans in more than one state?.................................. 133 Note: See the instructions for additional information tho organization must report on Schedule O. b Enter the amount of reserves the organization is required to maintain by the states in E which tile organization is licensed to issue qualified health plans......... .............. 1361 i c Enter the amount of reserves onhand.................................................I 13cl 142 Did the organization receive any payments for indoor tanning services during the tax year?............................ 14a X b If 'Yes,' has it filed a Form 720 to report these payments? /f 'No,' provide an explanation on Schedule O 14b 15 IS the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? 15 X
If 'Yes,' see instructions and file Form 4720, Schedule N. 16 Is the organization an educational institution subject to the section 4968 excise tax on net investment incomo? 16 X If'Yes,' complete Form 4720. Schedule O.
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Form 990 (2019) SOLVANG DANISH DAYS FOUNDATION 77-0400685 Page 6 Part VI Governance, IVIanagement, and Disclosure For each 'yes' response to lines 2 through 7b be/ow, and for a 'No' response to line 8a, 8b, or 10b below, describe the circumstances, processes, or changes on Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ....
Section A. Governing Body and Management
Yes No
la Enter khe number of voting members of the governing body at the end of the tax year ......
If there are material differences in voting rights among members la 3
of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain on Schedule O. b Enter the number of voting members included on line la, above, who are independent..... 10 ! 2 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other i officer, director, trustee, or key employee?........
3 Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors, trustees, or key employees to a management company or other person?..... X 4 Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?. .
5 Did the organization bocomo aware during the year of a significant divorsion of tho organization's assets?.... X 6 Did the organization have members orstockholders?.......................................................... 6 X 7 a Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body?, ,,.,
b Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body?.., ......................1. .... ....... .......... .......... 7b X
8 Did the organization contomporanoously document the meetings held or written actions undertaken during the year by V the following;
a The governing body?. ..........................................1............................................... 81 X b Each committee with authority to act on behalf of the governing body? ....................'........................ 8b X 9 Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization's mailing address? /f 'Yes,' provide the names and addresses on Schedule 0.................
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code,) Yes No
10 a Did the organization have local chapters, branches, or affiliates?,.,. .1'..1.1,1......................'.............. 1Oa X b If Yes: did tho organization havo writton policies and procodurcs govorning tho activitios of such chaptors, affiliatos, and branchos to onsuro thoir operations are consistent with the oroanizationt exempt purposes? . ...........................................1................. 10b 11 a Has Otc organization providod o comploto copy olthis Form 990 to all mombors of its govoming body boforo filing tho form?..................... 11 a X b Describe in Schedule O the process, if any, used by the organization to review this Form 990. SEE SCHEDULE O I 12a Did the organization have a written conflict of interest policy? if 'No, ' go to line 13.. 12a X b Woro officers, directors, or trustees, and key employees required to disclose annually intorests that could give rise to conflicts?.....
...............'.............................................................................1 12b
c Did the organization regularly and consistently monitor and enforce compliance with the policy? /f 'yes,' describe in Schedule O how this was done......... 12c
13 Did the organization have a written whistleblower policy? 14 Did the organization have a written document retention and destruction Policy' 14 X 15 Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporancous substantiation of the deliberation and decision? a The organization's CEO, Executive Director, or top management official. ......······*........0, .,1.4.............11. 15a X b Other officers or key employees of the organization ............................1..............1................... 15b X If 'Yes' to line 153 or 155. describe the process in Schedule 0 (see instructions). 163 Did the organization invest in, contribute assets to, or participate in a ioint venture or similar arrangement with a i X
b If 'Yes,' did the organization follow a written policy or procedure requiring the organization to evaluate its I participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the omanization's exempt status with respect tosuch arranoements?.,,,,.,............,.,.....,.....,.. ...........,. 16b Section C. Disclosure
17 List the states with which a copy of this Form 990 is required to be filed - _CA-__________-____-_---_----_- 18 Section 6104 requires an organization to make its Forms 1023 (1024 or 1024·A, if applicable), 990, and 990·T (Section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
Own website Another's website ® Upon request Il Other (explain on Schedule O) 19 Doscribo on Schodulo 0 whothor (and if so, how) tho organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year. SEE SCHEDULE 0
20 State the name, address, and telephone number of the person who possesses the organization's books and records • MAX HANBERG 1663 COPENHAGEN DRIVE SOLVANG CA 93463 805-403-7537 SAA TEEA01061 07/31/19 Form 990 (2019)
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Form 990 (2019) SOLVANG DANISH IZAYS FOUNDATION 77-0400685 Page 7 Part VII Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..,........................
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees la Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization's tax year.
o List all of the organization's current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation. Enter .0- in columns (D), (E), and (F) if no compensation was paid, 0 List all of the organization's current key employees, if any. See instructions for definition of 'key employee. 0 List the organization's five current highest compensated employees (other than an officer, director, trustee, or key employee) who received reportable compensation Box 5 of Form W-2 and/or Box 7 of Form 1099·MISC) of more than $100,000 from tile organization and any related organizations.
• List all of the organization's former officers, key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations. • List all of the organization's former directors or trustees that received, in the capacity as a former director or trustee of the organization, more than $10,000 of roport@ble compensation from the organization and any related organizations.
See instructions for tho ordor in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee. (C)
(A) (B) 21'Wit,nntsasckpomoon (D) CE) (F)
Nonne and btla Avorago 6 both on ofticer and 5 Roportablo Roponablo Es(Imated amount hous diroetor/trusloo) componsation from componsalion from of othor weak ,
Per tho 010 antzalion rolatod Organizations
OV.2/1099.MISC) (W.2/1099·MISC) componsation from
the ofoonintion (list any
, hours for and rotated
folotoo ofgangations
organiza·
lions
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dollod
lino)4/ 4 iii *
X X
X X
X X
Cl) MAX HANBERG 5
---
Plu-siDENT 0 0. 0. 0.
0_ MAX-HANBERG 5
TREASURER 0 0. 0. 0.
- (P- BUFQ4 .NI]-EAQN---__....____ -5- _.
VICE PRESIDENT 0 0. 0. 0.
0-,
2)- .
92)-
91)-
99-
-93-
93_
SAA TEEA0107L 07/31/19 Form 990 (2019)
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Form 990 (20)9) SOLVANG DANISH DAYS FQUNDATION 77-0400685 Page 8 Partiff- Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued) (B) (C)
(A)
Name and title
9-3---------------
06)
POS,tion
Avorago (do not chock more than one
hours box. unloss porson is both an
Pof officof and a diroctor/lrustoo)
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hours n. B 6 8; 43 -6 9 § lor
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(E)
Reportable
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(W-2/1099-MISC)
(F)
Estimated Amount
of othor
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tho OfODA,Zollon
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f'h
--------------------------
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320____________________________.
1 b Subtotal, .,..,,.,.. . 0. 0. 0.
c Total from continuation sheets to Pan Vil, Section A........................ 0. 0. 0. d Total (add lineslb and lc) 0. 0. 0.
2 Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 0
Yes No
3 Did tho organization list any former officor, director, trustoo, key omployoo, or highost componsatod omployoo on line la? /f 'Yes, 'complete Schedule J for such,ndiv,dual........................... X 4 For any individual listed on line la, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? /f 'yes,' complete Schedule J for such individual............,..........
5 Did any porson listed on line la receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? /f 'Yes, ' complete Schedule J for such person..,...... .................... 5 X Section B. Independent Contractors
1 Complete this table for your f,ve highest compensated Independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization's tax year. (A) (ED (C)
Name and business address Description of services Compensation 2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization - o f
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Form 990 (2019) SOLVANG DANISH DAYS FOUNDATION 77-0400685 Page 9 Part V111 Statement of Revenue
Check if Schedule O containsa response ornote toany line inthis Part Vlll..,.................................,....... El (A) (B) (C) (D)
Total revenue Related or Unrelated Revenue
exempt business excluded from tax
function revonuo under sections
revenue 512·514
i la Federated campaigns......... la
i b Membership dues............. 1 b
i c Fundraising events........... lc
d Related organizations 1 d
i e Government grants (contributions) 0,,. le 30,000.
1 f All other contributions, gifts, grants, and - - 1
similar amounts not included above ... 1 1 1
g Noncash contributions Included in
lines ladf
i
h Total. Add lines la·l f,,,,,,, ,,,,.,,.,. ., ...,........ K 30,000. g
Bu.Ino••Cod.
28 -DUII§H--PAKS-EYE-NI-___- 82,831. 82,831.
9 b
2 C
0%
---
d
e------------------
k, f All other program service revenue ,...
£ g Total. Add'lines Za-2f. 0 82,831. . i
3 Investment income (including dividends, interest, and other similar amounts) 13.
4 Income from investment of tax-cxompt bond proccods.. r 5 Royalties...,....0..,.......,...................
(i) Real (ii) Personal
Ga Gross rents........ 63
b Less: rental expenses Gb
c Rentalincomd or (loss) 6c
d Net rental Income or Ooss)
7 a Gross amount from
$010$ of assots
other than inventory
b Loss: cost or othor basis
and sales expenses
78 1
0 Socuritios (ii) Other
7b
c Gain or (loss)...... 7c
d Net gain or (loss)...... ............................ 2 8 a Gross income from fundraising events
E (not including $
N of contributions roported on lino lc),
4,
{X Sao Part IV, line 18 82
i b Loss: direct oxponses...... 8b
6 c Net income or (loss) from fundraising events .
9 a Gross income from gaming Ktivities
See Part IV, line 19 ............ 92
b Less: direct oxponsos...... 9b
c Net income or Ooss) from gaming activities. . .
10 a Gross salos of inventory, less.....
roturns ord allowances loa
b Less: cost of goods sold.... 10b
c Net income or (loss) from sales of inventory. .
i
01la
Ouslneas Code · . i
*CE d Allother revenue..................
I e Total. Addlines 11a·lld..........
12 Total revenue. See instructions...................... - 112,844. 82.844. 0. 0.
SU TEEA0109L 07/31/19 Form 990 (2019)
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Form 990 (2019) SOLVANG DANISH DAYS FOUNDATION 77-0400685 page 10 Part IX I Statement of Functional Expenses
Section 501®(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).
Check if Schedule 0 contains a response or note to any line in th,s Part IX. 0 Do not Include amounts reported on lines (A) (B) (C) (D) Total expenses Program service Management and Fundraising 6b, 7b, Sb. 9b, and 10b of Part Vill. expenses general expenses expenses
1 Grants and other assistance to domestic i
organizations and domestic governments.
See Part IV, line 21............
2 Grants and other assistance lo domestic :
individuals. See Part IV, line 22...
3 Grants and other assistance to foreign
organizations, foreign aovernments, and for·
eign individuals. See Part IV, lines 15 and 16.
4 Benefits paid to or for members,,.,,,,-,,,,
5 Compensation of current officers, directors,
trustees, and key employees 0. 0. 0. 0.
6 Compensation not included above to
disqualified persons (as defined under
section 4958(f)(1)) and persons described
in section 4958(c)0)03) 0. 0. 0. 0.
7 Other salaries and wages..........,..,.. ..
8 Pension plan accruals and contributions
(include section 40100 and 403(b)
employer contributions) ,.., ..11'.1,1,1.....
9 Other employee benefits .......... .. .....
10 PayroIJ taxes.. ..........................
11 Fees for services (nonomployces):
a Management. --0,-,
c Accountir, .....,, ....................1.
d Lobbying....3.... ......................
e Professional fundraising services. See Part IV, line 17, . f Investment ma'nagement fees.............
g Other, ([fline llg amountexceeds 10% of linc 25, column (A) amou nt, list line 11 g expenses on Schedule O.) .,,. . 12 Advertising and promotion................. 20,793. 20,377. 416. 13 Office expenses..,,.., .................... 906. 888. 18. 14 Information technology....... ..............
15 Royalties .................................
1,800. 1,764. 36.
17 Travel.,.,,. -·.,-,,,,, -,.,,-, -,,,-,, -,,
18 Payments of travel or entertainment
expenses for any federal. slate. or local
public officials. ............................
19 Conferences, conventions, and meetings,...,
20 Interest.......... .......................
Payments to affiliates......................
Depreciation, depiction, and amortization ,,,, 3,903. 3,825. 78. 2,366. 2,319. 47.
Other expenses. Itemizo expenses not
covered above (List miscellaneous expenses
on line 24e. If line 24e amount exceeds 10%
of line 25, column (A) amount, list line 24e
expenses on Schedule 04 ....,...,,.,..,.. ' 1
a ENTERTAINMENT 19.766. 19.371. 395.
b-B8]iN(aSI--------------- 12,868. 12.611. 257.
c -EQU-IfMENT RENT 9,396. 9,208. 188.
d BEER- GARPEt -EXPENSE-5- 7,595. 7.443. 152.
e All othor expenses,., SEE . SCH.,.0...3.„ 31,947. 31,308. 639. 25 Total functional expenses. Add [incs 1 through 24c .,.. 111,340. 109,114. 2,226. 0. 26 Joint costs. Complete this line only if
the organization reported in colurnn (B)
joint costs from a combinod educational
campaign and fundraising solicitation.
Check here • 13 if following
SOP 98.2 (ASC 958·720).... ..........
SAA
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Form 990 (2019) SOLVANG DANISH DAYS FOUNDATION
Part X Balance Sheet
Check if Schedule O contains a response or note to any line in this Part X , 77-0400685 Page 11
(A) (B)
Beginning of year End of year
1 Cash - non·interest·bearing 1 27,429.
2 Savings and temporary cash investments....................... ....,.......... 2 3 Pledges and grants receivable, net.....i...................... .............., 14,600. 3 4 Accounts roceivable, nol.. ...... .... ... ............ ..... .................... 5,170 . 4 -2,252. 5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controllod entity or family momber of any of these persons, . . . , . . . . . 5 6 Loans and other receivables from other disqualified persons (as defined under soction 4958(00)).and persons described in section 4958@)(3)(B).., 6 7 Notes and loans receivable, net.............................................. 7 2 8 Inventories for sale or use.,
9 Prepaid expenses and deferred charges ......
10 a Land, buildings. and equipment: cost or other basis. Complete Part VI of Schedule D................... 10 78,581. b Less: accumulated depreciation................... 10b 64,681. 17,803. 10c 13,900. 11 Investments-publicly traded securities ......,...........,....,.,............ 11 12 Investments - other securities. See Part IV, line 11 12 13 Investments - program.related. See Part IV, line 11............................ 13 14 Intangible assets
15 Other assets. See Part IV, line 11
16 Total assets. Add linesl through 15 (must equal line 33),............,.....,.,.. 37,573. 16 39,077. 17 Accounts payable and accrued 17
18 79 Dofemod revenue ...,..,,,... ,.,...... ..,. 19
20 Tax.exempt bond liabilities.
@ 21 Escrow or custodial account liability. Complete Part IV of Schedule D............ 21 22 Loans and other payables to any current or former officer, director, trustee, A key employee, creator or founder, substantial contributor, or 35% 5 controlled entity or family member of any of these persons....,.... 23 Secured mortgages and notes payable to unrelated third parties................. 23 24 Unsecured notes and loans payable to unrolatod third parties 25 Other liabilities (including federal income tax payablos to relatod third parties, and other liabilittes not included on lines 17-&4). Complete Part X of Schedule D .. 25 26 Total liabilities. Add lines 17 through 25..4..... ......................,14.,1.,1 0. 26 0.
Organizations that follow FASS ASC 958, check here •
and complete lines 27,28,32, and 33. 2
27 Net assets without donor restrictions....,..,..,..,,,,.,.,, 27 28 Net assets with donor restrictions............. 28
Organizations that do not follow FASS ASC 958, check here • and complete lines 29 through 33.
29 Capita[ stock or trust principal, or current funds
30 Paid·in or capital surplus, or land, building, or equipment fund., 30 31 Retained earnings, endowment, accumulated income, or other funds............. 37,573. 31 39,077. 32 Total net assets or fund balances. , 37,573. 32 39,077. 33 Total liabilities and net assets/fund balances............ ..................... 37,573. 33 39,077.
BU TEEA0111L 07/31/19 Form 990 (2019)
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Form 990 (2019) SOLVANG DANISH DAYS FOUNDATION 77-0400685 Page 12 Part XI Reconciliation of Net Assets
Check if Schedule Ocontainsaresponse or note toanyline in this Part XI ......,.............,..,..,..,.................... [1 1 Total revenue (must equal Pan Vlll, column (A), lin0 12) ,............................................... 1 112,844. 2 Total oxponses (must equal Part IX, column (A), line 25) .... 1........................................... I. 111,340. 3 Revenue less expenses. Subtract line 2 from line 1,.......................,...........,..,. ............../ 1,504. 4 Net assets or fund balances at beginning of year (must equal Part X, linc 32, column (A)),.................. 4 37,573. 5 Net unrealized gains (losses) on investments.......
6 Donated services and use of facilities..............
7 Investment expenses
8 Prior period adjustments....
9 Other changes in net assets or fund balances (explain on Schedule 0).................................... 9 0. 10 Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, 39,077.
Part XII Financial Statements and Reporting
Check if Schedule O contains a re5ponse or note to any line in this Part Xll ., YeS NO
1 Accounting method used to prepare the Form 990: []Cash ®Accrual n Other If the organization changed its method of accounting from a prior year or checked 'Other,' explain , j in Schedule 0.
2 a Were the organization's financial statements compiled or reviewed by an independent accountant?. ,, X If 'Yes,' check a box below to indicate whether the financial statements for the year were compiled or reviewed on a ' separate basis, consolidated basis, or both: .i
El Separate basis U Consolidated basis Il Both consolidated and separate basis b Were the organization's financial statements audited by an independent accountant?................................. 2 b X If 'Yes,' check-a box below to indicate whether the financial statements for the year were audited on a separate basis. consolidated basis, or bolh:
.,1
I Separate basis Consolidated basis Both consolidated and separate basis ; c If 'Yes' to line 28 or 25, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?......................... 2 c If the organization changed either its oversight process or selection process during the tax year, explain , on Schedule 0.
3 a As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single X
b If 'Yes,' did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why on Schedule 0 and describe any steps taken to undergo such audits....,,......,..,.,......... 3b BM TEEA0112L 01/21/20 Form 990 (2019)
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SCHEDULE A
(Form 990 or 990-EZ)
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
• Attach to Form 990 or Form 990-EZ.
Open to Public ; Dopartmont of tho Treasury •
Go to www.irs.gov/Form990 for instructions and the latest information. Inspection Internal Revenue Service ' , I Nome of the organization Employer Idontjflcation number SOLVANG DANISH DAYS FOUNDATION 77-0400685
Part 1 1 Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.) 1 A church. convention of churches, or association of churches described in section 170(bXIXAXi). 2 A school described in section 170(b)(1XAXii). (Attach Schedule E (Form 990 or 990·EZ).) 3 A hospital or a cooperative hospital sen,ice organization described in section 170(bX1XAXiii). 4 A medical research organization operated in conjunction with a hospital described in section 170(b*l)(AXiii), Enter the hospital's name, city, and state:
--
5 ¤ An organization operated for tio-ben-eft of a college or university-owned or operated by a governmental Jnit descnbed-in section 170(b)(1XAXiv). (Complete Part ll.)
6 ©A federal, state, or local government or governmental unit described in section 170(bX1XAXv). 7 U An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(bX1XAXvi)· (Complete Part 11.)
8 A community trust described in section 170(bXIXAXvi). (Complete Part Il,) 9 ¤ An agricultural resoarch organization doscribod in section 170(b)(1XA)(1,0 operated in conjunction with a land.grant college or university or a non-land-grant college of agriculture (see instructions). Enter [he name, city, and state of the college or university:
10 An organization that normally receives: (1) more than 33·1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions-subject to certain exceptions. and (2) no more than 33-1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30,1975. See section 50»)(21 (Complete Part Ill.)
1112 An organiyation organized and operated exclusively to test for public safety. See section 509(aX4). An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)0) or section 509(a)®,See section 509(aX3). Check the box in lines 122 through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g. a Type l. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of tho supporting organization, You must complete Part IV, Sections A and B.
b Il Type ll. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complotc Part IV, Sections A and C.
c Q Type !11 functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E. d O Type Ill non-functionally Integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V. e Check this box if the organization received a written determination from the IRS that it is a Type 1, Type Il, Type 111 functionally integrated, or Type Ill non-functionally integrated supporting organization. f Enter the number of supported organizations
g Provide the following information about the supported organization(s). (1) Name of supportod oroon,zotton (11) EIN 011) Typo of orgargation Ov) Is tho tv) Amount 0, monetary 6,1) Amount of other (descrIDOO on lines 1•10 oroantzallon listed SUPPOrt (sco instrucilons) support (soo instructions) obovo (500 instruclions)) in your govom,no
documont?
Yes NO
(A)
(B)
(C)
(E)
Total
BU For Paperwork Reductlon Act Notice, sce the Instructions for Form 990 or 990-EZ TECA0401 L 07/03/19
Schedule A (Form 990 or 990-EZ) 2019
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Schedule A Form 990 or 990·EZ) 2019 SOLVANG DANISH DAYS FOUNDATION 77-0400685 Page Z Part Il ISupport Schedule for Organizations Described in Sections 170(bX1XAXiv) and 170(bX1XAXvi) (Complete, only if you checked the box on line 5,7, or 8 of Part I or if the organization failed to qualify under Part Ill. If the organization fails to qualify under the tests listed below, please complete Part Ill.) Section A. Public Support
Calendar year (or fisca[ year (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total beginning in) • 1 Gills, grants, contributions, And
memborship fees rccoivcd. (Do not
include any 'unusual grants.')........
2 Tax revenues loved for tho
oroanization's benefit and
either paid to or expondod
onits behalf................,
3 The value of services or
facilities furnished by a
governmental unit to the
organization without charge,,.,
4 Total. Add lines 1 through 3,,,
5 Thc portion of total
contributions by each person
(other than a governmental
unit or publicly supported
organization) Includad on lino 1
that exceeds 2% of the amount
shown on line 11, column (D...
6 Public support. Subtract line 5
from line 4........
Section B. Total Support
Calendaryear (or fiscal year
beginning in)
(a) 2015 (b) 2016 (c) 2017 (d) 2018 (c) 2019 (f) Total
7 Amounts from lino 4..........
8 Gross income from interest,
dividends, payments roceived
on securities loans, rents,
royalties, and income from
similar sources..............
9 Net income from unrelated
business activities, whether or
not the business is regularly
carried on..,,
10 Other income. Do not include
gain or loss from the sale of
capital assets (Explain in
Part VI.). .................
11 Total support. Add lines 7
through 10.
12 Gross receipts from related activities, etc. (see instructions>............................................... 12 13 First five years. If the Form 990 Is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here. . . . 0 . . i . .
Section C. Computation of Public Support Percentage
14 Public support percentage for 2019 Cline 6, column (f) divided by line 11, column (I))............,.............. 14 % 15 Public support percentage from 2018 Schedule A, Part ll, line 14............................... .,...0„.„.. 15 % 163 33-1/3% supporttest-2019. If the organization did not check the box on line 13, and line 14 is 33·1/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization b 33·1/3% support test-2018. If the organization did not check a box on line 13 or 163, and line 15 is 33-1/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization.................................................. i 178 10%.facts-and-circumstances test-2019. If the organization did not check a box on line 13,163, or 16b, and line 14 is 10% or more, and if the organization meets the 'facts-and·circumstances' test, check this box and stop here. Explain in Part VI how the organization meets the 'facts-and-circumstances' test. The organization qualifies as a publicly supported organization...... b 10%-facts-and-circumstances test-2018. If the organization did not check a box on line 13, 163, 16b, or 179, and line 15 is 10% or moro, and if the organization meets the 'facts·and·circumstances' test, check this box and stop here. Explain in Part VI how the . 11 organization rncets mc 'facts-and·circumstances' test. The organization qualifies as a publicly supported organization..... ........ 1 1-1
18 Private foundation. If the organization did not check a box on line 13,16a, 16b, 17a, or 17b, check this box and see instructions..... U BAA Schedule A (Form 990 or 990-EZ) 2019
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Schedule A (Form 990 or 990-EZ) 2019 SOLVANG DANISH DAYS FOUNDATION 77-0400685 Page 3 Part 111 Support Schedule for Organizations Described in Section 509(ax2) (Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part Il. If the organization fails to qualify under ttio tests listod below, please complete Part 11.) Section A. Public Support
Calendaryear (or flscilyear beginning In) • (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (1) Total 1 Gifts. grants, contributions,
and membership fees
received. (Do not include
any 'unusual grants,'),,,,,.,·, 101,685. 130,348. 98,465. 108,626. 112,844. 551,968. 2 Gross receipts from admissions,
merchandise sold or services
performed, or facilities
furnished in any activity that is
related to the organization's
tax-exempt purpose.......... 0.
3 Gross receipts from activities
that are not an unrelated trade
or business under section 513 . 0.
4 Tax revenues levied for the
oroanization's benefit and
either paid to or expended on
5 The value of services or
facilities furnished by a
governmental unit to the
organization without charge.... 0.
6 Total. Add lines 1 through &... 101,685. 130,348. 98,465. 108,626. 112,844. 551,968. 7a Amounts included on lines 1,
2, and 3 received from
disqualified persons .......... 0. 00 0, 0. 0, 0.
b Amounts included on lines 2
and 3 received from other than
disqualified persons that
exceed tho groater of $5,000 or
1% of the amount on line 13
for tho year.... 0. 0. 0. 0. 0. 0.
c Add lines 73 34 7& .......... 0. 0. 0. 0. O. 0
8 Public support. (Subtract line
7cfrom line 6.)............... 551,968.
Section B. Total Support
Calendar year (or fiscal year beginning In) • (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Tolal 9 Amounts from 'line 6......... 101,685. 130,348. 98,465. 108,626. 112,844. 551,968. 102 Gross income from interest, dividends,
payments received on securities loans,
rents, royalties, and Income from
similar sources,,,.,, ............ 18. 17. 22. 14. 13. 84. b Unrelated business taxable
income (less section 511
taxes) from businesses
acquired after June 30,1975... 0.
c Add lineslOa andl05........ 18. 17. 22. 14. 13. 84.
11 Net income from unrelated business
activities not included in line 1Ob,
whether or not the business is
regularly carried on............... 0.
12 Other income. Do not include
gain or loss from the sale of
capital assets (Explain in
PadVE)..... ,............... 0.
13 Tota[ support (Add lines 9,
10c, 11, and 12.).......... .. 101,703. 130,365. 98,487. 108,640. 112,857. 552,052. 14 First five years. If the Form 990 is for Ihe organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) I- E organization, check this box and stop here....
Section C. Computation of Public Support Percentage
15 Public support percentage for 2019 (line 8, column (D, divided by line 13, column (0)........................ 15 99.98 % 16 Public support,percentage from 2018 Schedule A, Part Ill, line 15........................................... 16 99.98 % Section D. Computation of Investment Income Percentage
17 Investment income percentage for 2019 (line 10c, column (f), divided by line 13, column (f)).................... 17 0.02 % 18 Investment income percenlage from 2018 Schedule A, Part Ill, lino 17,-..,,, 18 0.02 1 198 33-1/3% support tests-2019. If the organization did not check the box on line 14, and line 15 is more than 33.1/3%, and line 17 is not more than 33-1/3%, check this box and stop here. The organization qualifies as a publicly supported organization b 33-1/3% support tests-2018, If the organization did not check a box on line 14 or line 198, and line 16 is more than 33.1/3%, and line 18 is not more than 33·1/3%, chock this box and stop here. The organization qualifies as a publicly supported organization.... 20 Private foundation. If tho organization did not checka box on line 14,193, or 19b, checkthis box and see instructions............
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Schedule A (Form 990 or 990·ED 2019 SOLVANG DANISH DAYS FOUNDATION 77-0400685 Page 4 [FERTV 1 Supporting Organizations
(Comp[ete only if you checked a box in line 12 on Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.) Section A. All Supporting Organizations
Yes No
1 Are all of the organization's supported organizations listed by name in the organization's governing documents? i If 'No,' describe in Part Vi how the supported organizations are designated. If designoted by closs or purpose, describe the designation. If historic and continuing relationship, explain, 1 2 Did the organization have any supported organization that does not have an IRS determination of status under section 509(960) or GY? If 'Yes,' explain In Part Vl how the organization determined that the supported organization was described in section 509(a)(1) or 0. 2
30 Did the organization have a supported organization described in section 501(c)(4),(5), or (6)? /f 'yes,' answer (b) -9.0.-, -4,--p......,--'.--1 and (c) below. 33
b Did the organization confirm that each supported organization qualified under section 501(c)(4),(5), or (6) and i satisfied the public support tests under section 509(a)(2)? /f'Yes,0 describe /n Parr W when and how the organization mode the determination, 3b
c Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) --- - purpose€? If 'Yes,' explain in Part VI what controls the organization put in place to ensure such use. k 4a Was any supported organization not organized in the United States ('forcign supported organization')? /f'Yes' and if you checked 120 or I2b in Part I, answer (b) and (c) below. 48 b Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported , organizaboN? If 'Yes,' describe in Part VI how the organization had such control and discretion despite being controlled ---- or supervised by or in connection with its supported organizations. Ab c Did the organization support any foreign supported organization that does not have an IRS determination under i sections 5010)0) and 509(3)0) or (2)7 If Yes,' explain in Part VI what controls the organization used to ensure that 311 support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes. Ac 59 Did the organization add, substitute, or remove any supported organizations during the tax year? lf 'Yes,' answer (b) and (c) below Of applicable). Also, provide detail in Part Vi, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed, (ii) the reasons for each such action; Oii) the authority under the 2 organization's organizing document authorizing such action; and Ov) how the action was accomplished (such as by amendment to the organizing document). h
b Type I or Type 11 only. Was any added or substituted supported organization part of a class already designated in the organization s organizing documont?
c Substitutions only. Was the substitution the result of an event beyond the organization's control? G Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of tho filing organization's supported organizations? /f 'Yes,' provide detail in Part VI. 5b
5c
6 7 Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (as defined in section 4958(c)(3)(C)), a family member of a substantia] contributor, or a 35% controlled entity with regard to a substantial contributor? /f 'Yes,' complete Part I of Schedule L (Form 990 or 990-ED. 7 8 Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? /f 'yes, ' -·-·-- complete Port I of Schedule L (Form 990 or 990-84 8
9a Was the organization conlrolled directly or indirectly at any time during the tax yoar by one or more disqualified persons as defined In section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? ........--.-- - If 'Yes,* provide detail in Partt h
b Did one or more disqualificd persons (as defined in line 98) hold a controlling interest in any entity in which the supporting organization had an intorest? If 'Yes,' provide detail in Part Vt. Sh c Did a disqualified person (as defined in lino 90) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If 'Yes,' provide detail in Part VI. SC 10a Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(D (regarding cortain Typo 11 supporting organizations, and all Type Ill non·functionally integrated supporting organizations)? /f 'yes,' ... .*. --*-- -N..... answer 108 be/ow. 10a
b Did tho organization have any excess business holdings in the tax year? (Use Schedu/e C Form 4720, to determine ---- --=1 whether the organization had excess business holdings.) 10b Bu TEEA04044 07/03/19 Schedule A (Form 990 or 990-EZ) 2019 1188
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Schedule A (Form 990 or 990·EZ) 2019 SOLVANG DANISH DAYS FOUNDATION Part IV Supporting Organizations (continued)
77-0400685 Page 5
Yes No
11 Has the organization accepted a gift or contribution from any of the following persons? 1 a A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization? 1la
b A family member of a person described in (a) above? 1lb c A 35% controlled entity of a person described in (a) or (b) above? /f 'yes' to a, b, or c, provide detail in Part VI. llc Section B. Type I Supporting Organizations
Yes No
1 Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization's directors or trustees at all times during the tax year? /f 'No, ' describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization' s activities.
If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year. 1
2 Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? /f 'yes, ' explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised, or controlled the supporting organization.
Section C. Type 11 Supporting Organizations
2 Yes No
1 Were a majority of the organization's directors or trustees during the tax year olso a majority of the directors or trustees of each of the organization's supported organization(s)? /f No, ' descr/be in Part V/ how confrol or management ofthe supporting organization was vested in the same persons that controlled or managed the supported orgonization(s).
Section D. All Type 111 Supporting Organizations
1 Yes No
1 Did the organization provide to each of its supported organizations, by thc last day of the fifth month of the organization's tax year, 0) a written notice describing the type and amount of Support provided during the prior tax , year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (lii) copies of the ......'. ..61.*- -0.... -1 organization's governing documents in effect on the date of notification, to the extent not previously provided? 1 2 Were any of the organization's officers, directors, or trustees either (i) appointed or elected bv the supported , organization(s) or (,i) serving on the governing body of a supported organization? /1 'No,' explain in Part W how ,-./.............. ............ the organization maintained a close and continuous working relationship with the supported organization(s). 2 3 By reason of tile relationship described in (2), did the organization's supported organizations have a significant voice in the organization's investment policies and in directing the use of the organization's income or assets at all times during the tax year? /f 'yes, ' describe in Part W the role the organization's supported organzations played - -- - -- - - in this regard. 3
Section E Type 111 Functionally Integrated Supporting Organizations 1 Check the box next to the method that the organization used to satisfy the Integral Port Test during the year (see instructions). a The organization satisfied the Activities Test Complete lino 2 below. b The organization is the parent of each of its supported organizations, Complete linc 3 below. c El TIle organization supportod a governmental entity, Describe in Port W howyou supported o government entity (see instructions). 2 Activities Test. Answer (a) and (b) below. Yes No
a Did substantially all of the organization's activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? /f 'Yes,' then in Pan V//dentifythosesupported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially oll of its activities. 2a
b Did the activities described in (a) constitute activities that, but for the organization's involvement, one or more of the organization's supported organization(s) would have been engaged in? /f Yes,' explain in Part W the reasons for the orgonizatidris position that its supported organization(s) would have engaged in these activities but for the organization's involvement 2b
3 Parent of Supported Organizations. Answer (a) and (b) below. a Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI. aa b Did the organization exercise a substantial degree of direction over the policies, programs, and activities of each of its --·- ---· --- supported organeadons? If 'Yes,' describe in Part Vl the role played by the organization in this regard. 30 BAA TEEA0405L 07/03/19 Schedule A (Form 990 or 990·EZ) 2019 1189
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Schedule A (Form 990 or 990-EZ) 2019 SOLVANG DANISH DAYS FOUNDATION 77-0400685 Page 6 Part V Type 111 Non-Functionally Integrated 509(aX3) Supporting Organizations 1 Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20,1970 (explain in Part VI), Sce instructions. All other Type Ill non-functionally integrated supporting organizations must complete Sections A through E.
Section A - Adjusted Net Income (A) Prior Year (8) Current Year (optional)
1 Net short-term capital gain 1
2 Recoveries of prior·year distributions 2
3 Other gross income (see instructions) 3
4 Add lines 1 through 3. 4
5 Depreciation and depletion 5
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6
7 Other expenses (see instructions) 7
8 Adjusted Not Income (subtract lines 5,6, and 7 from line 4) 8 (B) Current Year Section B - Minimum Asset Amount (A) Prior Year (Optional) 1 Aggregate fair market value of all non·exempt-use assets (see instructions for short tax year or assets held for part of year):
a Average monthly value of securities
b Average monthly cash balances
c Fair market valuo of othor non-oxompt·use assets
d Total (add lines la, lb, and lc)
e Discount claimed for blockage or other
factors (explain in detail in Paft VI)
2 Acquisition indebtedness applicable to non-exempt-uso assets 3 Subtract line 2 from line 1 d.
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, sec instructions),
5 Net value of non·exempt·use assets (subtract line 4 from line 3) 6 Multiply line 5 by .035.
7 Recoveries of prior·year distributions
8 Minimum Asset Amount (add line 7 to line 6)
la
1b
1c
1d
2 3
4 5
6 7
8 Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1 2 Enter 85% of line 1. 2
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3 4 Enter greater of line 2 or line 3. 4
5 Income tax imposed in prior year 5
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency t0mporary reduction (soo instructions), 6
7 Check here if the current year is the organization's first as a non-functionally integrated Typo Ill supporting organization (see instructions).
SAA Schedule A (Form 990 or 990-EZ) 2019
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Schedule A (Form 990 or 990·EZ) 2019 SOLVANG DANISH DAYS FOUNDATION 77-0400685 Page 7 Part V Type Ill Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued) Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes 2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 4 Amounts paid to acquire exempt-use assets
5 Qualified set-aside amounts (prior IRS approval required) 6 Other distributions (describe in Part VI). See instructions. 7 Total annual distributions. Add lines 1 through 6,
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI), See instructions.
9 Distributable amount for 2019 from Section C, line 6
10 Line 8 amount divided by line 9 amount
Section E - Distribution Allocations (see instructions) Excess0 ®Underdlstributions oiDDistributable Distributions Pre-2019 Amount for 2019
1 Distributable amount for 2019 from Section C, line 6
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required - explain in Part Vt). See instructions, j 3 Excess distributions carryover, if any, to 2019
a From 2014............... 2
b From 2015.......,......'·
CFrom 2016.............. ·
d From 2017. ..
e From 2018. .... .. . · · ··
f Total of lines 38 through e i
g Applied to underdistributions of prior years !
h Applied to 2019 distributable amount
i Carryover from 2014 not applied (sce instructions)
j Remainder. Subtract lines Jg, 3h, and 31 from N, - 1
4 Distributions for 2019 from Section D,
line 7: $
a Applied to underdistributions of prior years :
b Applied to 2019 distributable amount
c Remainder. Subtract lines 4a and 4b from 4. , i
5 Remaining underdistributions for years prior to 2019, if any. 1 Subtract lines 39 and 4a from line 2. For result greater than zero, explain in Part VI, Soe instructions, I
6 Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. For result greater than zero, explain in Part VI. See instructions.
7 Excess dIstrlbut}ons corryover to 2020. Add lines 3j and 4c. 8 Breakdown of line 7:
a Excess from 2015 ......
b Excess from 2016
C Excess from 201Z ....1,
d Excess from 2018 l
.....1
c Excess from 2019 .....
BAA Schedule A (Form 990 or 990-EZ) 2019
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Schedule A (Form 990 or 990-EZ) 2019 SOLVANG DANISH DAYS FOUNDATION 77-0400685 Page 8 Part VI- Supplemental Information. Provide the explanations required by Part 11, line 10' Part It line 170 or l?b;Part Ill line 12· Part IV, Section A, lines 1,2,3b, 3c, 4b, 2, 50, 6,93, 9b, 9¢, 113, 11 b, and l lc: Part 19, Section 8, lines 1 and 2; fart IV, tection C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines lc, 2a, 2b, 3a, and 3b; Part V, line 1; Part V, Section B, line le; Part V, Section D, lines 5 6, and 8; and Part v, Section E, lines 2,5, and 6. Also complete this part for any additional information, (See instructions.;
BAA TEEA0408L 07/03/19 Schedule A (Form 990 or 990,EZ) 2019 1192
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SCHEDULE D
(Form 990)
Don aflmont of tho Troasury
Internal Rovonuo Sorvico
Name olthi orginizattor,
Supplemental Financial Statements
• Completelf the organization answered 'Yes'on Form 990, Part IV, line 6,7,8,9, 10, 118, l i b, l l c, 11 d, 11 e, 11 1, 128, or 128. • Attach to Form 990.
* Go to www./rs.gov/Form990 for Instructions and tho latest information. Open to Public InspecUon
Err*loyor Idontllicatton number
SOLVANG DANISH DAYS FOUNDATION 77-0400685
IPart 1 1 Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 6. (a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year, ..,1,1........1
2 Aggrogato valuo of contributions to (during yoar)....... 3 Aggregate value of grants from (during year).,,..,,.., 4 Aggregate value at ond of yoar .
5 Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization's property, subject to the organization's exclusive legal controll! .....,11'.1,1.,11),1.1..,1 6 Did the organization inform all grantees. donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefil of the donor or donor advisor, or for any other purpose conferring impermissible private benefit?.......
. C Yes I)No
, El Yes No
Part 11 Conservation Easements.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 7. 1 Purpose(s) of conservation easements held by the organization (check all that apply). - Preservation of land for public use (for example, recreation or education) Preservation of a historically important land area -* Preservation of a certified historic structure Protection of natural habitat Preservation of open space
2 Complete lines 22 through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the'tax year.
Hold at the End of the Tax Year
a Total number of conservation easements
b Total acreage restricted byconservation easements, ... ........ ....,.. .............., ... .,. 2b c Number of conservation easemenls on a certified historic structure included in (a).............. 2 c d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Registe[ .
...............................1,'.1,11,1.1,4,110'.
2d
3 Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the tax year -
4 Number of states where properly subject to conservation easement is located • 5 Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds?. . . [ZIYes No 6 Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year 7 Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year .$
8 Does each conservation easement reported on line 2(d) above satisfy the requirements of section 1700*4)(8)0) - and section 170(h)(4)(B)(ii)? UYes I] No
9 In Part XIII, describe how tho organization reports conservation easements in its revenue and expense statement and balanco sheet, and include, if applicable, tho text of thc footnote to the organization's financial statements that describes the organization's accounting for conservation easoments.
Part !111 Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 8. la If the organization elected, as permitted under FASS ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide in Part XIII the text ot the footnote to its financial statements that describes these items. b If the organization elected, as permitted under FASS ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or othor similar assets hold for public exhibition, education, or research in furtherance of pub[ic service, provide the following amounts rolating to theso itoms:
0) Revenue included on Form 990, Part Vlll, line 1.
(ii) Assets included in form 990, Part X ...,,,,.,..,,, - ,,,,,,, ..., ,.,,..,,...,..,,.....,,......,..,.., I $ 2 If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the following amounts required to be reported under FASB ASC 958 relating to these items:
a Revenue included on Form 990, Part Vlll, line l.......................,.................................. $ b Assets included in Form 990, Part X,..,.... .'........................................................... .$ SAA For Paperwork Reduction Act Notice, sce the Instructions for Form 990. TEEA3301 2 8/22/19 Schedule D (Form 990 2019 1193
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Schedule 0 (Form 990 2019 SOLVANG DANISH DAYS FOUNDATION 77-0400685 Page 2 Part 111 Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued) 3 Using the organization's acquisition, accession, and other records, chcck any of the following that make significant use of its collection items (check all that apply):
a Public exhibition d n Loan or exchange program
b Scholarly research 0 [] Other
c Preservation for future generations
4 Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part XIII.
5 During the year, did the organization solicit or receive donations of art, historical treasures, or other similar assets - to be sold to raise funds rather than to bo maintained as part of tile organization's collection?................ ....11_1 Yes No Part IV I Escrow and Custodial Arrangements. Complete if the organization answered 'Yes' on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21. 1 a Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not included on Form 990, Part X?...............,.,
............'..........1.................... .....................,1 b If 'Yes,' explain the arrangement in Part Xlll and complete the following table:
, / Yes No
Amount
c Beginning balance,
d Additions during the year................. ....................................4........... ld
e Distributions during tho year. . . .......................................................... le f Ending balance ....
2 a Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? . b If 'Yes,' explain the arrangement in Part XIII. Check here if the explanation has been provided on Part XII l.., ,, P, 1-J Yes U No
IPart V' 1 Endowment Funds. Comp ete if the organization answered 'Yes' on Form 990, Part IV, line 10. (a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back la Beginning of year balance.,
b Contributions. ,.. ..1.......
c Net investment earnings, gains,
and losses....·................
d Grants or scholarships.....
e Other expenditures for facilities
and programs. ................
r Administrative expenses.......
g End of year balance...........
2 Provide the estimated percentage of the current year end balance (line lg, column (a)) held as:
a Board designated or quasi-endowment • %
b Permanent endowment i %
c Term endowment • %
The percentages on lines 2a, 2b, and 2c should equal 100%. 3 a Are there endowment funds not in the possession of the organization that are held and administered for the organization bg: YeS NO
0 Unrelated organizations .,..,.,.,.,.,,,,.., ··..- . ····... -,·---.·······. ·····. -.· ..,-,*-.--. 38@ (ii) Related organizations ,.,,,,, .......1.,1,0...........1,4......11'... ........1.........11,1.......1. ...... 38(,i) b If 'Yes' on line 33(ii), are the related organizations listed as required on Schedule R?.............................. 3b 4 Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI Land, Buildings, and Equipment.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11 a. See Form 990, Part X, line 10.
Description of properv (a) Cost or other basis (b) Cost or other (c) Accumulated (d) Book value (investmeno basis (other) depreciation
la Land,,0,
c Leasehold improvemonts ..,,,,,,
d Equipment...... .......................... 78,581. 64,681. 13,900. e Other, ...................................,
Total. Add linos 1 a through 1 0. (Column (d) must equal Form 990, Port X, column (B). line 100.). .................... 13,900 - SAA Schedule D (Form 990) 2019
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Schedule D (Form 990) 2019 SOLVANG DANISH DAYS FOUNDATION 77-0400685 Page 3 Part Vii Investments - Other Securities. N/A
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11 b. See Form 990, Part X, line 12. (a) Description of socurity or catogory (including namo ol socurity) (b) Book value (c) Method of valuation: Cost or end-of-year market value (1) Financial derivatives...,..,.....,...,.,...,....... (2) Closely held equity interests..,.....,,..,,..,..,...,, (3) Other
(D>
--------------------I------
-*iF) -------------
RE--------------------------
----------
04)
----------------
0 ----------------
Tota\. (Column (b) mustoqual Form 990, Part X, column (8) line 12.) ..
Part Vill Investments - Program Related. 14/k
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11 c. See Form 990, Part X, line 13. (a) Description of investment (b) Book value (c) Method of valuation: Cost or end-of-year market value (1)
(9)
(10
ToW, (Column (b) mustequal Form 990, Part X, column (81 line 13.). . \ Part IX Other Assets. N/A
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11 d. See Form 990, Part X , line 15. (a) Description (b) Book value
(1)
e)
(10
Toral. (Column (b) must equal Form 990, Part X, column (B) line 15.).....
Part X I Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line lle or 11 f. See Form 990, Part X, line 25.
1. (a) Description of liability (b) Book value
(1) Federal income taxes
(4)
(5)
(6)
G,
(8)
G)
(10)
(11)
loW. (Column (b) must equal Form 990, Part X, column (8) lino 25.) Z Liabilily for uncortaln tax positions. In Part XIII, provide tho loxt 01 the footnote lo tho organization's financial statements that roports the oroonization's liability for uncertain tax positions under FASB ASC 740. Check here if the text of the footnote has been provided in Part X111...........
SAA TEEA3303L 8/22/19 Schedule D (Form 9902019
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Schedule D (Form 990) 2019 SOLVANG DANISH DAYS FOUNDATION 77-0400685 Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. N/A Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements,.... 2 Amounts included on line 1 but not on Form 990, Part Vlll, line 12:
a Net unrealized gains (losses) on investments................................. 22 b Donated services and use of facilities..
.........1..........
2b
c Recoveries of prior year grants.,,..,......,-. .•nOn.•.On,unun• 2 d Other (Describe in Part XIII.>. 2d
3 Subtract line 20 from line 1
4 Amounts included on Form 990, Part Vlll, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part V'll, line 74 .,......,..... 4a b Other (Describe in Part Xlll.> . . ............................................. 4b c Add lines 4a and 48
5 Total revenue. Add lines 3 and k. (Th/s must equal Form 990, Part /, hne 12.).... i ....................... 5 Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. N/A Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a. 1 Total expenses and losses per audited financial statements. . ........ ................................... 1 2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities........ noon.,i ./.'I''ll''I'/Ill''I 23 b Prior year adjustments.... ................................................. 2b c Other losses
d Other (Describe in Part XIII.> ........ Zd
e Add lines 2a through 24.
3 Subtract line 20 from line 1
4 Amounts included on Form 990, Part IX. line 25, but not on line 1 a Investment expenses not Included on Form 990, Part Vill, line 7& .,.... ........ 4al b Other (Describe in Part XIII.).............................................1 4bl c Add lines 40 and 45 4c
5 Total expenses. Add lines 3 and 4c. (Tms must equal Form 990, Port/, /ine 18.).........................,, 5 Part XIII.1 Supplemental Information.
Provide the descriptions required for Part ll, lines 3,5, and 9; Part Ill, lines la and 4; Part IV, lines lb and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 46; and Part XII, lines 26 and 44. Also complete this part to provide any additional information.
BAA , Schedule D (Form 990) 2019
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SCHEDULE 0
(Form 990 or 990-EZ)
Dooarlmonl 01 tho Treasury
Internal Rovonuo Sorvico
Namo 01 tho organization
Supplemental Information to Form 990 or 990-EZ OMB No. 1545·0047 Complete to provide information for responses to specific questions on Form 990 or 990-EZ or to provide any additional Information. 2019
• Attach to Form 990 or 990-EZ.
Open to Public
• Go to www./rs.gov/Form990 forthc latest information. Inspection Employer Identineallon number
SOLVANG DANISH DAYS FOUNDATION 77-0400685
FORM 990, PART VI, LINE 115 - FORM 990 REVIEW PROCESS
REVIEWED BY THE TREASURER FOR APPROVAL
FORM 990, PART VI, LINE 19 - OTHER ORGANIZATION DOCUMENTS PUBLICLY AVAILABLE
UPON REQUEST
FORM 990, PART IX, LINE 24E
OTHER EXPENSES
(A) (B) (C) (D)
PROGRAM MANAGEMENT
TOTAL SERVICES & GENERAL FUNDRAISING
BANK CHARGES 30. 29. 1.
BUTTONS 304. 298. 6.
CHILDRENS PARADE 70. 69. 1.
CLOISONNE PINS 558. 547. 11.
DANISH MAID 931. 912. 19.
DECORATIONS 407. 399. 8.
DUES & MEMBERSHIP 2,091. 2,049. 42.
EVENT EXPENSES
GRAND MARSHALL 126. 123. 3.
MAINTENANCE/CLEAN UP 3,000. 2,940. 60.
MERCHANDISE 2,699. 2,645. 54.
MISCELLANEOUS 205. 201. 4.
NEW EQUIPMENT 400. 392. 8.
PARADE EXPENSES 2,538. 2,487. 51.
PENALTY 225. 221. 4.
PERMIT 97. 95. 2.
POSTAGE AND SHIPPING 6. 6.
PRINTING AND PUBLICATIONS 2,376. 2,328. 48.
REPAIRS & MAINTENANCE 6,707. 6,573. 134.
SECURITY
TICKETS 1,669. 1,636. 33.
TOOLS
TRIP WINNER 600. 588. 12.
T-SHIRTS
UNSECURED PROPERTY TAX 360. 353. 7.
VIKING FOR A DAY 1,000. 980. 20.
VOLUNTEER EXPENSES 2,244. 2,199. 45.
VOLUNTEER LUNCH 1,869. 1,832. 37.
WEBSITE 1,435. 1,406. 29.
TOTAL $ 31,947* $ 31,308. S 639. $ 0.
BAA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990·EZ, TEEA4901L 08/19/19 Schedule O (Form 990 or 990-EZ) (2019) 1197
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CITY OF SOLVANG
HUMAN SERVICES GRANT FUNDING
APPLICATION
1. Legal Organization/Agency Name and dba if applicable:
Bethania Lutheran Church / Bethania Tuesday Food Distribution
2. Total funding request:
$10,000
3. Contact Person Name, Title within the Organization, Email and phone number:
Linda Marzullo
Chair, Social Ministry Committee
[email protected]
(805) 688-5219
4. Mailing Address:
Bethania Tuesday Food Distribution
603 Atterdag Rd
Solvang, CA 93463
5. Physical Address:
1331
Same as mailing address
6. Organization’s purpose? Goals and objectives?
The primary mission of Bethania Tuesday Food Distribution (BTFD) program is to reduce hunger in the Santa Ynez Valley. In Phase 1, since March 2020, BTFD has helped ameliorate hunger through weekly packing and distribution of nutritious food parcels to food insecure families. In addition, we are kicking off Phase 2, a regular Community Networking Fair.
The Fair will bring together our clients with local experts in jobs, housing, education, finance, and social services (including childcare) to address the systemic issues facing low income families in the Santa Ynez Valley.
7. Program of the funding request? Provide a detailed accounting of what specific program the granted funds will be used for?
Supplemental food, diapers, formula, incontinence products, supplements, etc. (see included budget for details).
8. How many Solvang residents will be impacted by the proposed use of the grant funds?
Nearly 400 residents or workers in Solvang take advantage of BTFD every week!
9. What is the organization’s total budget?
$73400 (see included budget for details)
10. What are the sources of revenue for your organization? How are you funded
1332
Grants, donations, and fund raisers (see included budget for details) 1333
anruiil City hndgcf tearirq- Fexmg aOo$*m of the trmd Ci1ry he$ad execution of Ctty sktdrd ffi firrfu S#artxfft k qr, frE Cty d fiskrm ryaued *f,G #** 3t! etfsGTtrS&Sffi
HUMAI SERVrcE!' GRAHT FT''$trT{G
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S. CIrganizatio*'* purpsse? Go*ls and obiectives?
7- Prograrm of the fundfurg regle*t? Provida a dataikd accouatimg of wtrat specific program tlw gmanM f{ne nFiS k rMfer?
8. Hcuv r*any So[van6 residents wiil b* intBa*:te'd hy the prop*sed use *f the grant f*nds? $. gfflat 3s tfie wgami$Src,"s ffi txrdgsdf
10- What are ti*e souroe$ o# revenue far your orgnnizatlon? Hour are you funded? Cre*t Fucdi*g FcEiry C[ 2ffif-mffi
Santa Ynez Valley Rotary Foundation
$25,000
Richard Barca, 4th of July Sponsorship Chairman, [email protected], 562-355-1371
PO Box 121, Solvang,CA 93464
Our Rotary Club does not have a physical address
The annual fireworks show and festival is our only fund raiser for the entire year.
The entire city will be impacted
Our mission...
We provide service to others, promote integrity, and advance world understanding, goodwill, and peace through our fellowship of business, professional, and community leaders.
27th Annual July 4th Fireworks Show and Festival
The City of Solvang will be identified as the "Grand Finale " sponsor on all posters, communications, AD book, radio, etc. The Cities sponsorship will be used to pay for the majority of the cost of the fireworks pyrotechnics part of the evening.
Hosting the Fireworks event will cost between $88,500 and $93,500 1334
Short Form
tr,.,990-EZ Return of Organization Exempt From lncome Tax Under section 501(cl, 527, or 494.7(a)(1) of the lnternal Revenue Code (except private foundations) 20,29 ) Do not enter social security numbers on this form, as it may be made public. ) Go to www,irs.gov/Form990EZ for instructions and the latest information.
A For the 2020 calendar 30. 20
0pen to Public
lnspection
Department of the Treasury
lnternal Revenue Service
applicable:
fJedo,"""
"hunsu fIn"r" "h"ns"
Etniti.t ,"turn
I I Ftnat rerurn/
I lterminated
EAmended return
D Employer identification number
77 -0384501
E Telephone number
805 ) 6BB-s
F Group Exemption
Number )
G Accounting Method: Accrual other (specify) ) H Check >l X I ifthe organization is I Website: > N/A nol required to attach Schedule B
J Tax-exemot status (check m 990. 990-EZ. or 990-PF
K Form of organization: Corporation I I Trust
L Add lines 5b, 6c, and 7b to line I to determine gross receipts. lf gross receipts are $200,000 or more, or if total assets (Part ll, - column(B))are$500,000ormore,fileForm990insteadof Form990-EZ ........... . ..... .. ..... .,.......... , ,. .................. ) $ LL,965. e the instructions for Part l)
Z VALLEY ROTARY FOUNDATTON
Number and sireet (0r P.0. box if mail is not delivered to street address) 0r town, stale or province, country, and ZIP or foreign postal code o
o
o
o
o.
x
lU
u,
o
o
v,
(,
z
Check if the or
LHA For Paperwork Reduction Act Notice, see the separate instructions. used Schedule 0 t0 respond to anv question in this Part I 055.
-1-7,100.
rorm 990-EZ lzozo;
1 2020.05094 SANTA YNEZ VALLEY ROTARY FO 72445
032171 01-08-21
loosos13 7sB84G 72445
1335
Formee0-EZ(2020) SANTA YNEZ VALIJEY ROTARY FOUNDATION 77-0384501 Pase2 Check if the oroanization used Schedule O to ion in this Part ll End of year
Cash, savings, and investments 332
Land and buildings
0ther assets (describe in Schedule 0)
Total asseis 332.354
Total liabilities (describe in Schedule 0)
Net assets or Iund balances (line 27 of column (B) must aoree with line 21 332.354 Statement of Program Service Accomplishments (see the instructions Expenses (Required for section
501(cX3) and 501(cX4)
organizations; opiional for
others.)
Check if the ization used Schedule O to r to uestion in What is the organization's primary exempt purpose?
Describe the organization's program seruice accomplishmenis for each of its three largest program services, as measured by expenses. ln a clear and concise manner, describe lhe seruices provided, the number of persons benefited, and other relevant information for each program title. 28 SEE SCHEDULE O
22 23
24 25
26 27
for Pad lll)
this Part lllEl
49 ,454.
349 .4s4.
349 .454.
lf this amount includes
29 SUPPPORT FOR I,OCAL SEN]OR CENTER
check here
ts$ 1_ .00 lf this amount includes check here
30 SUPPORT FOR I,OCAI, CHARITIES
ts$
31 Other program services (describe in Schedule O)
Check if the
(a) Name and title
PRESIDENT
TREASURER
DIRECTOR
DIRECTOR
SECRETARY
DIRECTOR
VICE_PRESIDENT
032172 01.OA-21
Tooso513 758846 7244s
1,7 . 048 . t tfthisamount includes check here
lines 28a
and Key Employees
used Schedule O to
2 2020.05094 SANTA YNEZ VALLEY ROTARY
(e) Estimated
amount of other
compensation
rorm 990-EZ lzozoy
FO 72445 1
0. 0.
0. (b) Average hours
per week devoted to
position
(C) neportaote
compensation (Forms
w-2l1099-MrSC)
(if not paid, enter -0,
(d) Heattir oeneiits,
contributions lo
employee benefit
plans, and deferred
co m pen sal i on
1336
Form 990-EZ 2020 A YNEZ VAL
n (Note the Schedule A and personal benefit contract statement requirements instructions for Part V.) Check if the organization used Sch. O to respond to any question in this 33 Did the organization engage in any significant activity not previously reported to the IRS? lf"Yes,"provide a detailed description of each activity in Schedule 0
34 Were any significant changes made to the organizing or governing documents? lf "Yes," attach a conformed copy of the amended documentsiftheyreflectachanget0theorganization'sname.Otherwise,explainthechangeonSchedule0.Seeinstructions..... . 35a Didtheorganizationhaveunrelatedbusinessgrossincomeof$l,000ormoreduringtheyearfrombusinessactivities(suchasthosereported b lf"Yes"toline35a,hastheorqanizationfiledaFormgg0-Tfortheyear?lf"No,"provideanexplanationinSchedule0 c Wastheorganizationasection50l(c)(4),501(cX5),0r501(cX6) organizationsubjecttosection6033(e) notice,reporting,andproxytax 36 Did the organization undergo a liquidation, dissolution, termination, or slgnificant disposition of net assets during the year? lf"Yes," complete applicable parts of Schedule N
Enter amount of political expenditures, direct or indirect, as described in the instructions Did the organization file Form 1 120-P0L for this year? Did the organization borrow from, or make any loans to, any officer, director, trustee, or in a prior year and still outstanding at the end of the tax year covered by this return? ... lf "Yes,"complete Schedule L, Part ll, and enter the total amount involved key employee; or were any such loans made
Secti0n 501(cX7) organizations. Enter:
lnitiation fees and capital contributions included on line 9 Gross receipis, included on line 9, for public use of club facilities Section 501(cX3) organizations. Enter amount of tax imposed on the oroanization during the year under:
section 4911 ) 0.;section4912> 0.;section4955>
Section 501(c)(3), 501(c)(4), and 501(cX29) organizations. Did the organization engage in any section 4958 excess benefit transaction during the year, or did it engage in an excess benefit transaction in a prior year that has not been reported on any of its prior Forms 990 or 990-EZ? lf "Yes,"complete Schedule L, Part I Section 501(c)(3), 501(c)(4), and 501(cX29) organizations. Enier amount 0Itax imposed on in the
Part V
No
x
x
x
x
x
x
x
37t 37a
b
38a
b
39 a
b
40a
b
c
organization managers or disqualified persons during the year under sections 4912,4555, and 4958 Section 501(cX3), 501(c)(4), and 501(cX29) organizations. Enter amount of tax on line 40c reimbursed by the organization
All organizations. At any time during the tax year, was the organization a party to a prohibited tax shelter transaction? lf "Yes,"complete Form B8B6-T
41 List the states with which a copy of this return is filed ) CA See the instructions for exceptions and filing requirements for FinCEN Form 1 14, Report c At any time during the calendar year, did the organization maintain an office outside the > 0.
> 0.
42a fhe organization's books are in care of > 'JEFFREY Lf TTITE Located at > 16 0 3 COPENHAGEN DRIVE , STE 5 , SOLVAI{G, CA b At any time during the calendar year, did the organization have an interest in or a signature or other authority over a linancial account in a foreign country (such as a bank account, securities account, or other financial account)?
lf "Yes,"enterthe name of the foreign country )
Telephone no. ) 8 0 5 - 6 I 6 - 5 7 5 5
ztP+4 )93463
lf"Yes," enter the name of the foreign country )>
43 Section 4947(a)(1) nonexempt charitable irusts filing Form 990-EZ in lieu of Form 1041 - Check here andentertheamountoftax-exemptinterestreceivedoraccruedduringthetaxyear......... 44a Didtheorganizationmaintainanydonoradvisedfundsduringtheyear?lf"Yes,"Formg90mustbecompletedinsteadof Form 990-EZ
c
d
Did the organization operate one or more hospital facilities during the year? If "Yes,"Form 990 must be completed instead ot Form 990-EZ
Did the organization receive any payments for indoor tanning services during the year? .............
lf"Yes"to line 44c, has the organization filed a Form 720 to report these payments? If "N0," provide an explanation in Schedule 0
45a Did the organization have a controlled entity within the meaning of section 512(b)(13)? b Didtheorganizationreceiveanypaymentfromorengageinanytransactionwithacontrolledentitywithinthemeaningofsection 12(b)f13)? lf "Yes." Form 990 and Schedule R mav need to be of Foreign Bank and Financial Accounts (FBAR).
United States?
>E
>l lgl N/A
No
3 2A20.05094 SANTA YNEZ VAI-,LEY ROTARY FO 72445 T
x
x
032173 01-08-21
Joososrs 7sBB4G 12445
Form 990-EZ (2020)
1337
Form 990-EZ (2020)
46 Did the organization engage, directly or indirectly, in political campaign activitles on behalf of or in opposition to candidates for public office? lf "Yes."comolete Schedule C. Part I
Section 501 (c)(3) Organizations Only
All section 501 (cXg) organizations must answer questions 47-49b and 52, and complete the tables for lines 50 and 51 .
TI 77-0384501 Page 4
No
Check if in this Part Vl
47 Did the organization engage in lobbying activities or have a section 501(h) election in effect during the tax year? If"Yes," complete Sch. C, Part ll 48 ls the organization a school as described in section 170(b)(1)(AXii)? lf "Yes,"complete Schedule E 49 a Did the organization make any transfers to an exempt non-charitable related organization? No
x
x
50 Complete this table for the organization's five highest compensated employees (other than officers, directors, trustees, and key employees) who each received more than nsation from the or ter "None."
(a) Name and title of each employee
Total number of other employees paid over $1 00,000
Complete this table for the organization's five highest compensated independent contractors who each received more than $100,000 of compensation from the 'JOE DUGAN PRESTDENT
(e) Estimated
amount of other
compensation
f
51 lf there is none. enter "None."
Name and business address of each
Total number of other independent contractors each receiving over $100,000 Did the organization complete Schedule A? Note: All section 501(cX3) organizations must attach a comoletedScheduleA .. ) IXlyes l-_lruo
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is te. Declaration of oreoarer (other than officer) is based on all information of which oreoarer has d
52 Sign
Here
(b) Average hours
per week devoted to
position
ype or nme and trtle
Paid
Preparer
Use Only
032174 01-OA-21
loososrs 758846 7244s
Firm'sElN > 77 -041,8724
Firm'saddress > 690 AI_,AMO PINTADO RD
SOLVANG
this return with the shown
4 2020.05094 SANTA YNEZ VAI,I-,EY ROTARY FO 72445
Print/Iype preparer's name
IIEN B. PALMER
Firm's name > C&D
Form 990-EZ (2020)
1338
SCHEDULE A
(Form 990 or
Department of the Treasury
lnternal Revenue Service
Public Gharity Status and Public Support
Complete if the organization is a section 501(cXg) organization or a section 4947 (al(1) nonexempt charitable trust.
> Attach to Form 990 or Form 990-EZ.
)> Go to www.ir orm990 for instructions and the latest information.
ON/IB No. 1545-0047
20 Open to Public
lnspection
Name of the organization Employer identification number YNE
Reason for must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.) f E A church, convention of churches, or association of churches described in section 170(bXlXAX|). 2 =
A school described in section 170(bXlXAXii). (Attach Schedule E (Form 990 or 990-EZ).) 3 E A hospital or a cooperative hospital service organization described in section 170(bXlXAXiii). 4 E A medical research organization operated in conjunction with a hospital described in section 170(bXlXAXiii). Enter the hospital's name, city, and state:
S [f An organization operated for the benefit of a college or university owned or operated by a governmental unii described in section 170(bXlXAXiv). (Complete Part tl.)
A federal, state, or local government or governmental unit described in section 170(b)(1XAXv).
An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(bXlXAXvi). (Complete Part ll.)
A community trust described in section 170(bXlXAXvi). (Complete Part ll.) An agricultural research organization described in section 170(bXlXAXix) operated in conlunction wiih a land-grant college or university or a non-land-grant college of agriculture (see instructions). Enter the name, city, and state of the college or university:
10 fX I An organization that normally receives (1) more than 33 1/3Yo ot its support from contributions, membership fees, and gross receipts from activities related to its exempt functions, subject to certain exceptions; and (2) no more than 33 1/syo of its support from gross investment income and unrelated business taxable income (less section 5'l 1 tax) from businesses acquired by the organization after June 30, 1975.
See section 5O9(aX2). (Complete Part lll.)
11 f_l An organization organized and operated exclusively to test for public safety. See section 509(aX4). e f-] An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(aX1) or section 5O9(aX2). See section 5O9(aX3). Check the box in lines 1 2a through 1 2d that describes the type of supporting organization and complete lines 1 2e, 12t, and 129. u f_-] Type l. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the suppoding organization. You must complete Part lV, Sections A and B. b E Type ll, A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part lV, Sections A and C. " I Type lll functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part lV, Sections A, D, and E. d E Type lll non-functionally integrated. A supporting organization operated in connection with its supported organization(s) thai ls not functionally integrated. The organization generally must satisfy a disiribution requirement and an attentiveness requirement (see instructions). You must complete Part lV, Sections A and D, and Part V, " I Check this box if the organization received a written determination from the IRS that it is a Type l, Type ll, Type lll functionally integrated, or Type lll non-functionally integrated supporting organization. f Enter the number of supported organizations
Provide the information about the
(i) Name of supported
organization
5 2020.05094 SANTA YNEZ VALLEY ROTARY FO 72445 1
(Ail
6E7E
8E
e I---]
(iii) Type of organization
(described on lines 1-10
LHA For Paperwork Reduction Act Notice, see the lnstructions for Form 990 or 990-EZ . cc2a21 oi-2s-21 Schedule A (Form 990 or 990-EZ) 2020 Toososl3 7sgg46 72445
1339
YNEZ V 384s01-
Support Described in Sections 1
(Compleie only if you checked the box on line 5, 7, or B of Part I or if the organization failed to qualify under Part lll. lf the organiza,tion fails to qualify under the tests listed below, please complete Pad lll.) Section A. Public Support
Calendar year (or liscal year beginning in) )
1 Gifts, grants, contributions, and
membership fees received. (Do not
include any "unusual grants.")
......
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf
3 The value of services or facilities
furnished by a governmental unit to
the organization without charge
...
4 Total. Add lines 1 through 3
5 The portion of tolal contributions
by each person (other than a
governmental unit or publicly
supported organization) included
on line 1 that exceeds 2%i o'f lhe
amount shown on line 11,
column (0
....... .
line 5 {rom line 4.
Section B. Total
Calendar year (or liscal year beginning in) )
7 Amounts from line 4
I Gross income from interest,
dividends, payments received on
securities loans, rents, royalties,
and income from similar sources ...
9 Net income from unrelated business
activities, whether or not the
business is regularly carried on
10 Other income. Do not include gain
or loss from the sale of capital
assets (Explain in Part Vl.)
1'l Total support. Add lines 7 through 10
12 Gross receipts from related activities, etc. (see instructions) 13 First 5 years. lf the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501 (cX3) Section C. of Public
14 Public suppon percentage for 2O2O (line 6, column (f), divided by line 1 1 , column (f)) 't5 Public support percentage from 2019 Schedule A, Part ll, line 14 ........... 16a 33 1ttr/o support test - 2020. lf the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box and b 33 1/!/o support test - 20'19. lf the organization did not check a box on line '13 or 1 6a, and line 1 5 is 33 1/syo or more, check this box 17a 1U/o -facts-and-circumstances test - 2020. lf the organization did not check a box on line 13, .1 6a, or 16b, and line 14 is lOYo or mare, and if the organization meets the facts-and-circumstances test, check this box and stop here. Explain in Part Vl how the organization meets the facts-and-circumsiances test. The organization qualifies as a publicly supported organization b 1fflo -facts-and-circumstances test - 20'19. lf the organization did not check a box on line 13, 16a, 16b, or 17 a, and line 1 5 is 1 0% or more, and if the organization meets the facts-and-circumstances test, check this box and stop here. Explain in Part Vl how the organization meets the facts-and-circumstances test. The organization qualifies as a publicly supported organization line 13. 16a. 16b. 17a. or 17b
>E
>E
>E
032022 01-25-21
Tooso513 7sgg46 72445
6 2020.05094 SANTA YNEZ VALLEY ROTARY FO 72445-
Schedule A (Form 990 or 990-EZ) 2O20
1340
Y ROT
tn
4s01_
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part ll. lf the organization fails to orralifv rrnaler the tests listed below. olease complete Part ll.) Section A. Public
Calendar year (or fiscal year beginning in) )
I Gifts, grants, contributions, and
membership fees received. (Do not
include any "unusual grants.")
,.....
2 Gross receipts from admissions,
merchandise sold or services per'
formed, or facilities furnished in
any activity that is related to the
organization's tax-exempt purpose
3 Gross receipts from activities that
are not an unrelated trade or business under section 513 . . 4 Tax revenues levied forthe organization's benefit and either paid to or expended on its behalf
5 The value of services or facilities
furnished by a governmental unit to
the organization without charge
...
6 Total. Add lines 1 through 5 .. . ..
7a Amounts included on lines 1,2, and
3 received from disqualified persons
b Amounls included on lines 2 and 3 received
from other than disqualified persons ihat
exceed the greater of $5,000 or 1% of the
234 935.
224
25. mount on line 13 for the yea
cAdd lines TaandTb
14 First S years. lf ihe Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501 (cX3) organization, B. Total
Calendar vear (or fiscal vear beoinnino in) ) tal 2016 (bt 2017 (c) 2018 (d) 2019 Iet2020 Total I Amounts from line 6 . .......
loa Gross income from interest,
dividends, payments received on
securities loans, rents, royalties,
and income from similar sources ...
b Unrelated business taxable income
(less section 51 1 taxes) from businesses
acquired after June 30, 1975
c Add lines 10a and 10b ...
11 Net income from unrelated business
activities not included in line 10b,
whether or not the business is
regularly carried on
12 Other income. Do not include gain
or loss from the sale of capital
assets (Explain in Part Vl.) 't3 Total supp0rt. (Add lines e, 10c, 11, and 12.) 1,1-3.880. t04 .756. L2L .258. 1,1,7 .788. L ,652. 334.
I .4L2. 1,1 ,459 . L5 ,6L9 9 .750. 10.313. 55
8 .4L2. LL .459 . 1-5,619. 9 .750. 1_0.31-3. 55.55
1,22 .292 . LL6 .21,5 , L36,877. L27 .538. 11.965. 5].4 ,887 check this box and stoo here
Section C. of Public
15 Public support percentage lor 2O2O (line B, column (f), divided by line 13, column (f)) from 2019 Schedule A, Pari lll, line 1
Section D. tion of lnvestment lncome
85.26 %
%
o/,
34 0.79
9 .42
>E
>E
17 lnvesiment income percentage for 2O2O (line 10c, column (f), divided by line 13, column (f)) 18 lnvestment income percentage from 2019 Schedule A, Part lll, line 17 l9a 03 1/3% support tests - 2020. lf the organization did not check the box on line 14, and line 15 is more than 33 1/3% , and line 1 7 is not more than 33 1/3% , check this box and stop here. The organization qualifies as a publicly supported organization b 33 1/*/o support tests - 2019. lf the organization did not check a box on line 14 or line 1 9a, and line 16 is more than 33 1/3Yo , and line 18 is not more than 33 1/3%, checkthis box andstop here. The organization qualifies as a publicly supported organization ........... did not check a -19b. check this box and
o3202s 01-25-21
Toososl3 i5Bg46 72445
Schedule A (Form 990 or 990-EZ) 2020
7 2020.05094 SANTA YNEZ VALLEY ROTARY FO 72445-1,
1341
5a
(Cornplete only if you checked a box in line 12 on Part l. lf you checked box 12a, Part l, complete Sections A and B. lf you checked box'12b, Part l, completeSectionsAand C. lf you checked box 12c, Part l, complete 12d. Part I Sections A and
Section A. All
Are all of the organization's supported organizations listed by name in the organization's governing documents? lf "No," descibe in PartVl how the supported organizations are designated. lf designated by c/ass orpurpose, describe the designation. lf historic and continuing relationship, explain.
Did the organization have any supported organization that does not have an IRS determination of status under section 509(aX1) or (2)? lf "Yes," explain rn Part Vl how the organization determined that the supported organization was descibed in section 509(a)(1) or (2).
3a Did the organization have a supported organization described in seciion 501 (c)( ), (5), or (6)? lf "Yes," answer lines 3b and 3c below.
Did the organization confirm that each supported organization qualified under section 501(cXa), (5), or (6) and satisfied the public suppori tests under section 509(a)(2)? lf "Yes," describe rn Part Vl when and how the organization made the determination.
Did the organization ensure that all support to such organizations was used exclusively for section 170(CX2XB) purposes? lf "Yes," explain in ParlYl what controls the organization put in place to ensure such use.
Was any supported organization not organized in the United States ("foreign supported organization")? /f "Yes," and if you checked box 12a or 12b in Paft l, answer lines 4b and 4c below.
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? lf "Yes," describe rn Part Vl how the organization had such control and discretion desplte being controlled or supervised by or in connection with its supported organizations.
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? lf "Yes," explain rn Part Vl what controls the organization used to ensure that all support to the foreign supporled organization was used exclusively for section 170(c)(2)(B) purposes.
Did the organization add, substitute, or remove any supported organizations during the tax year? /f "Yes, " answer lines 5b and 5c below (if applicable). Also, provide detail in Part Vl, including (i) the names and EIN numbers of the suppofted organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authonty under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
Type I or Type Il only, Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
Substitutions only. Was the substitution the result of an event beyond the organization's control? Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are paft of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization's supported organizations? lf "Yes," provide detail in Part VI.
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (as defined in section 95B(c)(3)(C)), a family member of a substantial contributor, or a35Yo controlled entity with regard to a substantial contributor? lf "Yes," complete Part I of Schedule L (Form 990 or 990-EZ).
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? lf "Yes," complete Part I of Schedule L (Form 990 or 990-EZ).
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(aX1) or (2))? lf "Yes," provide detail in Part Vl.
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interesl? lf "Yes," provide detail in Part Vl.
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? lf "Yes," provide detail in Part Vl.
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type ll supporting organizations, and all Type lll non'functionally integrated supporting organizations)? lf "Yes," answer line 10b below. b Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the
c
6 9a
10a
032024 01-25-21
Joososrg 7s8846 72445
8 2020.05094 SANTA YNEZ
Schedule A (Form 990 or 99O-EZ) 2020
VALLEY ROTARY FO 72445 1
had excess
1342
Z VALLEY ROTARY
11 Has the organization accepted a gift or contribution from any of the following persons? a A person who directly or indirectly controls, either alone or together with persons described in lines 11b and 1 1c below, the governing body of a supported organization? b A family member of a person described in line 1 1a above? c A35% controlled entity of a person described in line 1 1 a or 1 1 b above? lf "Yes" to line 1 1a, 1 1 b, or 1 1 c, provide detail in Part Vl.
Section B. T izations
Did the governing body, members of the governing body, officers acting in their official capacity, or membership of one or more supported organizations have the power to regularly appoint or elect at least a maiority of the organization's officers, directors, or trusiees at all times during the tax year? lf "No," describe rn Part Vl how the supporled organization(s) effectivety operated, supervised, or controlled the organization's activities. lf the organization had more than one supported organization, describe how the powers to appoint and/or remove officers, directors, or trustees were allocated among the supported organizations and what conditions or restictions, if any, applied to such powers during the tax year.
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? lf "Yes," explain in PafiVl how providing such benefit carried out the purposes of the suppofted organization(s) that operated, or controlled the
Section C.
Were a majority of the organization's directors or trustees during the tax year also a majority of the directors or trustees of each of the organization's supported organization(s)? lf ^No,' describe rn Part Vl how control or management of the supporting organization was vested in the same persons that controlled or managed Section D. All
1 Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization's tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notiflcation, and (iii) copies of the organization's governing documents in effect on the date of notification, to the extent not previously provided? 2 Were any of the organization's officers, directors, or trustees either (i) appointed or elected by the suppoded organization(s) or (ii) serving on the governing body of a supported organization? lf "No," explain in ParlYl how the organization maintained a close and continuous working relationship with the suppofted organization(s). 3 By reason of the relationship described in line 2, above, did the organization's suppoded organizations have a significant voice in the organization's investment policies and in directing the use of the organization's income or assets at all times during the taxyear? lf "Yes," descibe rn Part Vl the role the organization's in this
Section E. Ill Functionall
Check the box next to the method that the organization used to satisfy the lntegral Part Test during the yea(see instructions). " f The organization satisfied the Activities f e$. Comptete line 2 betow. b E The organization is the parent of each of its supported organizations . Complete line 3 betow. c
2 a
f fn" organization supporied a governmental entity. Descnb e in ParlVl how you supported a governmental entity (see Activities Test. Answer lines 2a and 2b below.
Did substantially all of the organization's activities during the tax year directly fut'ther the exempt purposes of the supported organization(s) to which the organization was responsive? lf "Yes," then in ParlYl identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
Did the activities described in line 2a, above, constitute activities that, but for the organization's involvement, one or more of the organization's supported organization(s) would have been engaged in? lf "Yes," explain in Part Vl fhe reasons for the organization's position that its supported organization(s) would have engaged in these activities but for the organization's involvement.
Parent of Supported Organizations. Answer lines 3a and 3b below.
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? lf "Yes" or "No" provide details in Part Vl.
Did the organization exercise a substantial degree of direction over the policies, programs, and activities of each in this
3 a
032025 01-25-21
Toososl3 758846 12445
Schedule A (Form 990 or 99O-EZ) 2O20
9 2020.05094 SANTA YNEZ VALLEY ROTARY FO 72445 1
1343
2O2O SANTA
unctionally lntegrated nizations
Check here if .the organization satisfied the lntegral Part Test as a qualifying trust on Nov. 20, 197O (explain ln Part Vl). See instructisns.
All other Tvoe lll non
Section A - Adjusted Net lncome
Recoveries of r distributions
3 Other
4 Add lines 1
Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of tion of income (see ins
Net lncome and 7 from line
q Section B - Minimum Asset Amount
1 Aggregate fair market value of all non-exempt'use assets (see instructions for short tax Vear or assets held for pad of value of securities
balances
Fair market value of other non
d Total (add lines 1a, 1
e Discount claimed for blockage or other factors
tn
indebtedness -use assets
line 2 from line 1d.
Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, instruc
5 Net value of line 4 from line
Multiolv line 5
7 Recoveries of
must comDlete Sections A throuoh E.
(B) Current Year
(optional)
(B) Current Year
(optional)
Section C - Distributable Amount Current Year
Section line column
Enter 0.85 of line 'l .
3 Minimum asset amount Section line B
of line 2 or line 3.
5 lncome tax
6 Distributable Amount. Subtract line 5 from line 4, unless subiect to Check here if the current year is the organization's first as a non"functionally integrated Type lll supporting organization (see inslnrciions)-
032426 01-25-21
Tooso513 758846 72445
L0
2020.05094 SANTA YNEZ
Schedule A (Form 990 or 990-EZ) 2O2O
VALLEY ROTARY FO 72445
1344
a32027 01-2s-21
1ooso513 758846 72445
LL
2020.05094 SANTA
Schedule A
D - Distributions
Amounts paid to perform activity that directly furthers exempt purposes of supported in excess of income from activit
Administrative
to acouire -use assets
Qualified set-aside amounts IRS
See instructions.
Total annual distributions. Add lines 1
8 Distributions to attentive supported organizations to which the organization is responsive details in Part Vl). See instructi
Distributable amount tor 2O2O from Section line 6
Section E - Distribution Allocations (see instructions) 1 Distributable amount
2 Underdistributions, if any, for years prior to 2020 (reasonable cause required - explain rn Part Vl). See instructions.
Excess distributions to 2O2A
a From 20'1
From 201 6
c From2017
From 2018
f Total of lines 3a
to underdistributions of
to 2O2O distribu
from 2015 not
Remainder. Subtract lines 3q.
Distributions for 2O2O from Section D,
line 7:
to underdistributions of
to 2O2O
Remainder. Subtract lines 4a and 4b from line 4
Remaining underdistributions for years prior to 2020, if any. Subtract lines 39 and 4a from line 2. For result greater than zero rn Part Vl. See i
Remaining underdisiributions for 2020. Subtract lines 3h and 4b from line 1 . For result greater than zero, explain in See instructions.
Excess distributions carryover to2021. Add lines 3j
and 4cI Breakdown of line 7:
Excess from 201 6
b Excess trom2O17
Excess from 201 8
d Excess from 2019
Excess from 2020
77 -0 384s01_
(iii)
Distributable
Amount for 2O2O
Schedule A (Form 99O or 99O-EZI 2O2O
YNEZ VALLEY ROTARY FO 72445
1345
scneoutenfrormgsoorggo-razozo SANTA YNEZ VAIJLEY ROTARY FOUNDATION 77-0384501 Paoeg I Part Vl I Supplernental lnformation. Provide the explanations required by Part ll, line 10; Part ll, line 17a or 17b; Part lll, line 12; Part lV, SeetionA, Iines 1,2,3b,3c,4b,4c,5a,6,9a,9b,9c, 11a,.1 .1b, and'1 1c; Part lV, Section B, lines 1 and 2; Part lV, Section C, linel;PartlV,SectionD, lines2and3; PartlV,SectionE, lines1c,2a,2b,3a,and3b; PartV, linel;PartV,SectionB, linele; PartV, Section D, lines 5, 6, and B; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions.)
032024 01-25-21
loososr-s 7sBB46 7244s
Schedule A (Form 990 or 990-EZ) 2020
L2
2020.05094 SANTA YNEZ VALLEY ROTARY FO 72445 1
1346
SANTA YNEZ VAI.,I,EY ROTARY FOUNDATION 77_03845.01
Schedule A PaymentsJrom Disqualified Persons
lncluded on Part lll, Line 7a re 2o:2CI
* Do Not File **
*** Not Open to Public lnspection ***
Payer's Nar,ne
2016
Amount
2017
Amount
2018
Amount
2019
Amount
2020
Amount
\LAN COOPER 1-00. 100. 0. 0. 0.
TOE DUGAN 100. 100. 1-00. 0. 1_00.
\IORMAN WILLIAMS 1_00. 1_00. 1_00. 0. 1_00.
]EFF COIITER 1_00. 1-00. 0. 0. 0.
]ERTHA FOXEN 100. 1_00. 0. 0. 0.
TA}IDY JONES 100. 1_00. 100. 0. 100.
]AUL MATTHIES 100. 100. 100. 0. 100.
rERVA ENOCH 400. 200. 200. 0. 200.
}REG PENSA 1_00. 100. 100. 0. 1_00.
SUZANNE HOLI,RAH 100. 1-00. 100. 0. 1-00.
]EFF LITTI,E 100. 100. 100. 0. 0.
]HARLES I,EBEAU 100. 100. 0. 0. 0.
]ARY SCHOEN 1-00. 1_00. . 100. 0. 0.
1TCHARD BARCA 100. 100. 700. 0. 0.
]IM VREEI-JAND 0. 1-00. 0. 0. 100.
YIICHELINE HUGHES 0. L00. 100. 0. 0.
EMIIA TORRES 0. 1,25. 200. 0. 0.
)AVID WYATT 0. 100. 1_00. 0. 100.
,OU KARPF 0. 0. 0. 0. 100.
IAMMY WESTWOOD 0. 0. 0. 0. 1_00.
(AREN 'JOHNSON 0. 0. 0. 0. 100.
KEI-,LY HUNZIKER 0. 0. 0. 0. 1-00.
]AVE BOYEA 0. 0. 0. 0. 100.
(EN NASH 0. 0. 0. 0. 100.
Total to Schedule A,
Part lll, Line 7a .................... . 1 .700. L.925. 2,1,00. 1_.600. 023172 04-01-20
1347
SAAITA YNEZ VALLEY ROTARY FOUNDATION 77_0384501
Schedule A
Excess Payments from Non-Disqualified Persons
lncluded on Part lll, Line 7b
** Do Not File **
*** Not Open to Public lnspection ***
UDI SCHULTE FAMILY
1348
titltlllllltlll{lr
2O2O DEPRECIATION AND AMORTIZATION REPORT
FORM 990 EZ PAGE 1 990 EZ
Asset
No. Description
Date
Acq u ired Method Life on No Unadjusted Cost 0r Basis Bus o/ Excl
Section 179
Expe nse
Reduction ln
Basis
Basis For
Depreciation
Beginning
Accumulated
Depreciation
Current
Sec 179
Expense
Current Year
Ded uction
E nd ing
Accumu lated
Depreciation
1 ( 2 ) CANOPIES
TOTAL 990_EZ DEPR
07 /04/78 2OODE 7.00 H1 7 ]-4,872.
'J.4 ,87 2 .
t4 872.
74 872. 0. 0.
0. 0. 0.
028111 04-01-20
L2.3
(D) -Asset disposed " lTC, Salvage, Bonus, Commercial Revitalization Deduction, GO Zone 1349
Supplemental lnformation to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on Formee.*tr;ia$i'"tJ:#3#ll8slonarinf ormation' OMB No 1545-0,047 SCHEDULE O
(Form 990 or 99O-'EZ)
Department of the Treasury
202fi
Open to Pnlblic
Name of the organization Employer identification number
VALLEY ROTARY F TI
FORM 990_EZ, PART I, LINE 4, OTHER INVESTMENT INCOME:
DESCRIPTION OF PROPERTY: AMOUNT:
INTEREST L2.
DfVIDEND 3,973.
LT cG DrsrRrBUTroNS 6,328
'
TOTAL INCI,UDED ON FORM 990_EZ, LINE 4 10,313.
FORM 990_EZ, PART I, I,INE 10, GRANTS AND SIMILAR AMOUNTS PAID:
ACTIV]TY CI,ASSIFICATION: LOCAI-, CHARITY GRANTS
GRANTEE NAME: SOLVANG THEATERFEST
GRAIITEE ADDRESS: PO BOX 91,7 SOLVANG, CA 93464
PROPERTY DESCRIPTION: CASH
DATE OF GIFT: 03/08/21
AMOUNT GIVEN: 000.
ACTIVITY CLASSIFICATION: LOCAI, CHARITY GRANTS
GRANTEE NAME: BUELLTQN SENIOR CENTER
GRANTEE ADDRESS: PO BOX 1946 BUELLTON, CA 93427
PROPERTY DESCRIPTION: CASH
DATE OF GIFT : 1,1/ 20 / 20
AMOUNT GIVEN: 000.
ACTIVITY CLASSIFICATION: LOCAL CHARITY GRANTS
GRANTEE NAME: SANTA YNEZ VALLEY BOTAII]CAL GARDEN
GRANTEE ADDRESS: PO BOX 1623 BUELLTON, CA 93427
LHA For Paperwork Reduction Act Notice, see the lnstructions for Form 990 or 990-EZ. 032211 11-20-20
Schedule O (Form 990 or 990-EZ) 2020
13 100s0s13 758846 72445 2020.05094 SANTA YNEZ VALLEY ROTARY FO 72445 1 1350
-.l
Name of the organization Employer identification nuriber 7-0384501
PROPERIY DESCRIPTION: CASH
DATE OF GIFTz 04/02/2L
AMOUNT GIVEN: 300.
ACTIVITY CI,ASSIFICATION: LOCAL CHARITY GRANTS
GRANTEE NAME: BETHAIiIIA LUTHERAN CHURCH
GRANTEE ADDRESS: 603 ATTERDAG ROAD SOLVANG, CA 93463
PROPERTY DESCRIPTION: CASH
DATE oF GIFTz LL/20/20
AMOUNT GIVEN: 1,000.
ACTIVITY CLASSIFICATION: I,OCAI-, CHARfTY GRANTS
GRANTEE NAME: ST MARKS CHURCH
GRANTEE ADDRESS: 290L NO'JOQUI AVE LOS OLIVOS, CA 93441 PROPERTY DESCRIPTION: CASH
DATE OF GIFTz L2/02/20
AMOUNT GIVEN: 1,000.
ACTMTY CLASSIFICATION: LOCAL CHARITY GRANTS
GRANTEE NAME: SY ROTARY _ WEE
GRANTEE ADDRESS: PO BOX LzL SOLVAIIG, CA 93464
PROPERIY DESCRIPTION: CASH
DATE oF GIFT : 1,2 / 0L / 20
AMOUNT GIVEN: 2 ,600 .
ACTIVITY CIJASSIFICATION: STUDENT SUPPORT ACTIVITIES
GRANTEE NAME: ALLAN HANCOCK COLLEGE _ SCHOLARSHIPS
GRANTEE ADDRESS: 800 S COITLEGE DR SAI{TA Mi\RIA, CA 93454 032212 11-24-20
loosos13 7s8846 72445
Schedule O (Form 990 or 990-EZ) 2020
1,4
2020.05094 SANTA YNEZ VAI-,I,EY ROTARY FO 72445-1
1351
Employer identif ication nurnber
PROPERTY DESCRIPTION: CASH
DATE OF GIFT: 03/08/2L
AI,IOUNT GIVEN: 5,000.
ACTIVITY CLASSIFICATION: STUDENT SUPPORT ACTIVITIES
GRANTEE NA]"IE: SYHS ARCHITECTURAI, CONTEST
GRANTEE ADDRESS: 2975 CA-246 SANTA YNEZ, CA 93460
PROPERTY DESCRIPTION: CASH
DATE OF GIFT: 05
ACTIVITY CI,ASSIFICAT]ON: STUDENT SUPPORT ACTIVITIES
GRANTEE NAME: NATURETRACK FOUNDAT]QN
GRANTEE ADDRESS: PO BOX 953 LOS OLIVOS, CA 93441
PROPERTY DESCRIPTION: CASH
DATE OF GIFTz A6/03/21,
AMOTINT GIVEN: 1,000.
ACTIVITY CI,ASSIFICATION: STUDENT SUPPORT AC
GRANTEE NAME: ROTARY YOUTH I,EADERSHIP AWABDS
GRANTEE ADDRESS: 5662 CALLE REAL #425 GOLETA, CA 93117
PROPERTY DESCRIPTION: CASH
DA
1, ,245 . AMOUNT GIVEN:
- aCrtVtTY CI-ASSIFICATION: INTERNATIONAL GRANTS AND POLIO PLUS GRANTEE NAME: ROTARY INTERNATIONAI,
GRIU{TEE ADDRESS: 1560 SHERM]\N AVE EVAI{STON, CA 60201 032212 11-20-20
roososrs 7s8846 72445
Schedule O (Form 990 or 990-EZ) 202O
15 2020.05094 SANTA YNEZ VALLEY ROTARY FO 72445-L
1352
Name of the organization
PROPERTY DESCRIPTION: CASH
Employer identification ntrrnber
501
DATE OF GIFTz L1,/20/20
AMOUNT GIVEN: 1.1000.
ACTIVITY CI,ASSIFICATION: INTERNATIONAL GRANTS AND POLIO PLUS GRANTEE NAI{E: ACTION KIVT, INC
GRANTEE ADDRESSz 4470 w SUNSET BLVD #1-60 Los ANGELES- CA 90027 PROPERTY DESCRIPTION: CASH
DATE OF GIFT: 08/04/20
AMOUNT GIVEN: 2 .500.
TOTAL INCI,UDED ON FORM 990-EZ, LINE 10 23,048.
FORM 990_EZ, PART I, LINE L6, OTHER EXPENSES:
DESCRIPTION OF OTHER EXPENSES: AMOUNT:
IIIVESTMENT I4ANAGEMENT FEES 2,633.
BANK FEE 28.
SUPPL]ES - SFP 294.
AG REGISTRY FEE 50.
EVENT COSTS 2 .469 .
TOTAL TO FORM 990-EZ, I,INE 16 5,474.
FORM 990_EZ, PART III, PRIMARY EXEMPT PURPOSE _ TO PROVIDE FUNDING FOR VARIOUS CHARITIES , BOTH LOCALLY AND INTERNATIONALLY. THE PROGRAI,IS
SPECIFICALLY INCLUDE BUT ARE NOT LIMITED TO EDUCATTONAIJ SUPPORT, SCHOLARSHIPS. COMMUNITY PRO'JECTS, PROGRAMS FOR YOUTH, SENIOR CITIZENS,
MENTALLY AND PHYSICALIJY DISADVANTAGES AND OTHER HEALTH AND HUMANTTARTAN NEEDS.
032212 11-20-20
roos0s13 7s8846 72445
1b
2020.05094 SANTA YNEZ
Schedule O (Form 99O or 99O-EZ) 2020
VALLEY ROTARY FO 72445 1
1353
Schedule O (Form 990 or
Name of the organization Employer identification number ARY F 7-
FORM 990-EZ, PART III, LINE 28, PROGRA]vI SERVICE ACCOMPLISHMENTS:
STUDENT SCHOI,ARSH]PS
THE SCHOLAR.S}.ilIPS ARE AWARDED BASED UPON BOTH MERIT AND NEED. SCHOI,ARSHIPS ARE AWARDED TO STUDENTS IN THE LOCAL AREA. DURING THE FISCAL YEAR 4 STUDENTS RECEIVED SCHOLARSHIPS.
FORM 990-EZ, PART V, INFORMATION REGARDING PERSONAL BENEFIT CONTRACTS:
rHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE AI\[Y FUNDS DIRECTLY OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAIJ BENEFIT CONTRACT.
THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS DfRECTLY OR INDIRECTLY, ON A PERSONAI-, BENEFIT CONTRACT.
10 032212 11-20-20
0s0s13 7s8845 72445
1,7
2020.05094 SANTA YNEZ
Schedule O (Form 990 or 990-EZ) 2020
VALLEY ROTARY FO 72445 1
1354
rllttlttttllttttjll
2C2O DEPBECIATION AND AIUOETIZATION FEPOBT
- CURRENT YEAR FEDERAIJ - SANTA YNEZ VAI']'EY ROTARY FOI]I{DATION Asset
No. Description
Date
Acquired Method Life
Line
No.
Unadjusted
Cost 0r Basis
Bus %
Excl
Reduction ln
Basis
Basis For
Dep reciation
Accumulated
Depreciation
Current
Sec 179
Current Year
Ded uction
1 ( 2 ) CANOPTES * TOTAL 990-EZ
DEPR
07 04 1€ 2OODI 7.00 L 7 L4,872.
1,4 ,87 2 .
14,872.
L4,872. 0. 0.
0.0. 024102 04-01-20 (D)-Asset disposed . lTC, Section 179, Salvage, Bonus, Commereial Revitalization Deduction 1355
lrJ1i){lllllll!1lll
2q2I DEPBECIATION AND AMORTIZATION BEPORT
- NEXE YEAR FEDERAL - SANTA YNEZ VALLEY ROEARY POUNDATIOII Assei
No. Description
Date
Acquired Method Life
U nadju sted
Cost 0r Basis Reduction ln
Basis
Basis For
Depreciation
Accumulated
Depreciation
Amount 0f
Depreciation
1 ( 2 ) CAITOPTES )7 )4 L8 2OODB 7 .00 L4 ,872. L4,872. 0. (D) - Asset disposed * lTC, Section 179, Salvage, HR 3090, Commercial Revitalization Deduction, GO Zone 028103 04-01-20
1356
2O2O DEPRECIATION AND AMORTIZATION REPORT
- CURRENT YEAR STATE - SANTA YNEZ VALLEY ROTARY FOUNDATION Asset
No. Description
Date
Acquired Method Life
Line
No.
Unadjusted
Cost 0r Basis
Bus %
Excl
Reduction ln
Basis
Basis For
Dep reciation
Accumulated
Depreciation
Current
Sec 179
Current Year
Ded uction
1- ( 2 ) CANOPTES
TOTAI, FORM 199
DEPRECIATION
TOTALS FOR
]ALIFORNIA
)7 )4 L8 2OODE 7.00 L 6 1,4,872
1,4 ,87 2
L4,872
L4,872.
14,872.L4,872.
7,2847,2847,284
0.0. 2 iL682,L682,L68
o2a102 04-01-20 (D)'Asset disposed . lTC, Section 179, Salvage, Bonus, Commercial Revitalization Drbduction 1357
rlltJIIIlllltll,tt
2021 OEPBECIATION AND AIUORTIZATION REPOFT
NEXT YEAR STATE . SAI{TA YNEZ VAI],EY ROTARY FOI'NDATION Asset
No. Description
Date
Acq u ired Method Life Unadjusted Cost 0r Basis Reduction ln Basis Basis For Dep reciation Accumulated Depreciation Amount 0f Dep reciation 1_l ( 2 ) CAITOPTES
TOTAI, FORMTOTALS FOR
199 DEPRECIATION
CA],IFORNIA
)4 L8 2OODB /.00 L4,872. L4,872. L4,872. L4 ,87 2 L4,872 1,4,872 9 ,452 9 ,452 9 ,452 L,549 L,549 t.549 (D) - Asset disposed * ITC, Section 179, Salvage, HR 3090, Commercial Revitalization Deduction, GO Zone 028103 04-01-20
1358
926340
04-01-19
C&D LLP, CPAS & ADVISORS
690 ALAMO PINTADO RD
SOLVANG, CA 93463
SANTA YNEZ VALLEY ROTARY FOUNDATION
PO BOX 121
SOLVANG, CA 93464
!934644!
1359
Caution: Forms printed from within Adobe Acrobat may not meet IRS or state taxing agency specifications.
When using Acrobat, select the "Actual Size" in the Adobe "Print" dialog.
CLIENT'S COPY
1360
SANTA YNEZ VALLEY ROTARY FOUNDATION
PO BOX 121
SOLVANG, CA 93464
DEAR BOARD MEMBERS:
ENCLOSED IS THE ORGANIZATION'S 2019 EXEMPT ORGANIZATION RETURN. THE STATE EXEMPT ORGANIZATION RETURN AND ANNUAL REPORT ARE ALSO ENCLOSED. THESE SHOULD BE SIGNED, DATED, AND MAILED.
SPECIFIC FILING INSTRUCTIONS ARE AS FOLLOWS.
FORM 990-EZ RETURN:
PLEASE SIGN AND MAIL AS SOON AS POSSIBLE.
MAIL TO - DEPARTMENT OF THE TREASURY
INTERNAL REVENUE SERVICE CENTER
OGDEN, UT 84201-0027
CALIFORNIA FORM 199 RETURN:
THE CALIFORNIA FORM 199 RETURN HAS QUALIFIED FOR ELECTRONIC FILING. AFTER YOU HAVE REVIEWED THE RETURN FOR COMPLETENESS AND ACCURACY, PLEASE SIGN FORM 8453-EO AND CONTACT OUR
OFFICE TO CONFIRM THAT THIS RETURN CAN BE FILED
ELECTRONICALLY. DO NOT MAIL THE PAPER COPY OF THE RETURN TO THE FTB.
NO PAYMENT IS REQUIRED.
CALIFORNIA FORM RRF-1:
THE CALIFORNIA FORM RRF-1 SHOULD BE MAILED AS SOON AS
POSSIBLE TO:
REGISTRY OF CHARITABLE TRUSTS
P.O. BOX 903447
SACRAMENTO, CA 94203-4470
ENCLOSE A CHECK OR MONEY ORDER FOR $25.00, PAYABLE TO
1361
DEPARTMENT OF JUSTICE.
THE REPORT SHOULD BE SIGNED AND DATED BY THE AUTHORIZED INDIVIDUAL(S).
WE RECOMMEND THAT YOU USE CERTIFIED MAIL WITH POST MARKED RECEIPT FOR PROOF OF TIMELY FILING.
COPIES OF ALL THE RETURNS ARE ENCLOSED FOR YOUR FILES. WE SUGGEST THAT YOU RETAIN THESE COPIES INDEFINITELY.
SINCERELY YOURS,
C&D LLP
1362
Application pending
OMB No. 1545-0047
Department of the Treasury
Internal Revenue Service
Check if
applicable:
Address change
Name change
Initial return
Final return/
terminated
Amended return
932171 12-11-19
Open to Public
Inspection
A For the 2019 calendar year, or tax year beginning and ending B C D Employer identification number
E
F
G H
I
J
Website: not
Tax-exempt status
K
L
1 2
3 4
5 6
7 8
9 1
2 3
4 5c
a
b
c
5a
5b
a
b
c
d
a
b
c
6a
6b
6c
6d
7a
7b
7c
8 9
10 11
12 13
14 15
16 17
18 19
20 21
Total revenue.
10 11
12 13
14 15
16 17 Total expenses.
18 19
20 21
For Paperwork Reduction Act Notice, see the separate instructions.
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations) | Do not enter social security numbers on this form, as it may be made public. | Go to www.irs.gov/Form990EZ for instructions and the latest information.
Revenue Expenses Net Assets
Form
Name of organization
Number and street (or P.O. box if mail is not delivered to street address) Room/suite Telephone number City or town, state or province, country, and ZIP or foreign postal code Group Exemption Number |
Accounting Method: Cash Accrual Other (specify) | Check | if the organization is | required to attach Schedule B
(check only one) 501(c)(3) 501(c) ( ) (insert no.) 4947(a)(1) or 527 (Form 990, 990-EZ, or 990-PF).
Form of organization: Corporation Trust Association Other Add lines 5b, 6c, and 7b to line 9 to determine gross receipts. If gross receipts are $200,000 or more, or if total assets (Part II, column (B)) are $500,000 or more, file Form 990 instead of Form 990-EZ | $ (see the instructions for Part I)
Check if the organization used Schedule O to respond to any question in this Part I Contributions, gifts, grants, and similar amounts received Program service revenue including government fees and contracts ~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~
Membership dues and assessments
Investment income
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Gross amount from sale of assets other than inventory
Less: cost or other basis and sales expenses
~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~
Gain or (loss) from sale of assets other than inventory (subtract line 5b from line 5a) ~~~~~~~~~~~~~~~ Gaming and fundraising events:
Gross income from gaming (attach Schedule G if greater than $15,000) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Gross income from fundraising events (not including $
from fundraising events reported on line 1) (attach Schedule G if the sum of such gross income and contributions exceeds $15,000)
of contributions
~~~~~~~~~~~~~~
Less: direct expenses from gaming and fundraising events Net income or (loss) from gaming and fundraising events (add lines 6a and 6b and subtract line 6c) ~~~~~~~~~~
~~~~~~~~~
Gross sales of inventory, less returns and allowances
Less: cost of goods sold
~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~
Gross profit or (loss) from sales of inventory (subtract line 7b from line 7a) Other revenue (describe in Schedule O)
~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Add lines 1, 2, 3, 4, 5c, 6d, 7c, and 8 | Grants and similar amounts paid (list in Schedule O)
Benefits paid to or for members
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Salaries, other compensation, and employee benefits
Professional fees and other payments to independent contractors ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~
Occupancy, rent, utilities, and maintenance
Printing, publications, postage, and shipping
Other expenses (describe in Schedule O)
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Add lines 10 through 16 | Excess or (deficit) for the year (subtract line 17 from line 9) Net assets or fund balances at beginning of year (from line 27, column (A)) (must agree with end-of-year figure reported on prior year's return) Other changes in net assets or fund balances (explain in Schedule O) ~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~
Net assets or fund balances at end of year. Combine lines 18 through 20 | LHA Form (2019)
Part I Revenue, Expenses, and Changes in Net Assets or Fund Balances 990-EZ
Short Form 990-EZ Return of Organization Exempt From Income Tax 2019 †
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JUL 1, 2019 JUN 30, 2020
SANTA YNEZ VALLEY ROTARY FOUNDATION 77-0384501
PO BOX 121 (805) 688-5505
SOLVANG, CA 93464
X
N/A
X
X
146,538.
X
63,876.
SEE SCHEDULE O 9,750.
62,076.
72,912.
54,449.
18,463.
92,089.
SEE SCHEDULE O 73,019.
1,703.
SEE SCHEDULE O 2,378.
77,100.
14,989.
334,465.
0. 349,454.
11061028 758846 72445 2019.06020 SANTA YNEZ VALLEY ROTARY FO 72445__1 1 1363
Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses. In a clear and concise manner, describe the services provided, the number of persons benefited, and other relevant information for each program title. (list each one even if not compensated - see the instructions for Part IV) Health benefits,
contributions to
employee benefit
plans, and deferred
compensation
Reportable
compensation (Forms
W-2/1099-MISC)
(if not paid, enter -0-)
932172 12-11-19
2 (A) (B)
22 23
24 25
26 22
23 24
25 26
27 Total assets
Total liabilities
27 Net assets or fund balances must
Expenses
28 28a
29a
30a
31a
32 29
30 31
32 (b) (c) (d) (e)
(a)
Total program service expenses
Form 990-EZ (2019) Page
Beginning of year End of year
Cash, savings, and investments
Land and buildings
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Other assets (describe in Schedule O) ~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
(describe in Schedule O) ~~~~~~~~~~~~~~~~~~~~~~~~
(line 27 of column (B) agree with line 21)
(Required for section
501(c)(3) and 501(c)(4)
organizations; optional for
others.)
What is the organization's primary exempt purpose?
|
Average hours
per week devoted to
position
Estimated
amount of other
compensation Name and title
Form (2019)
(Grants $ ) If this amount includes foreign grants, check here | (Grants $ ) If this amount includes foreign grants, check here | (Grants $ ) If this amount includes foreign grants, check here | Other program services (describe in Schedule O) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ (Grants $ ) If this amount includes foreign grants, check here | (add lines 28a through 31a)
Part II Balance Sheets
Part III Statement of Program Service Accomplishments
Part IV List of Officers, Directors, Trustees, and Key Employees 990-EZ
(see the instructions for Part II)
Check if the organization used Schedule O to respond to any question in this Part II (see the instructions for Part III)
Check if the organization used Schedule O to respond to any question in this Part III Check if the organization used Schedule O to respond to any question in this Part IV †
†
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SANTA YNEZ VALLEY ROTARY FOUNDATION 77-0384501
334,465. 349,454.
0. 334,465. 349,454.
0. 0.
334,465. 349,454.
X
SEE SCHEDULE O
SEE SCHEDULE O
SUPPPORT FOR AN ORGANIZATION THAT CARES FOR INDIVIDUALS
WITH ALZHEIMER'S AND DEMENTIA
SUPPORT FOR LOCAL CHARITY
SEE SCHEDULE O
0. JOE DUGAN
PRESIDENT 1.00 0. 0. 0.
RANDY JONES
TREASURER 1.00 0. 0. 0.
DAVID WYATT
DIRECTOR 1.00 0. 0. 0.
EMMA TORRES
DIRECTOR 1.00 0. 0. 0.
MICHELINE HUGHES
SECRETARY 1.00 0. 0. 0.
GARY SCHOEN
DIRECTOR 1.00 0. 0. 0.
RICHARD BARCA
VICE-PRESIDENT 1.00 0. 0. 0.
11061028 758846 72445 2019.06020 SANTA YNEZ VALLEY ROTARY FO 72445__1 2 1364
932173 12-11-19
3 33
34 35
33 34
a
b
c
35a
35b
35c
36 36
37 38
39 a 37a
b Form 1120-POL 37b
38a
a
b
or
38b
39a
39b
a
b
40a
b
c
d
e
40b
40e
41 42a
b
c
42b
42c
43 Form 1041 -
43 44a
b
c
d
44a
44b
44c
44d
45a
45b
45a
b
990-EZ
Form 990-EZ (2019) Page
Did the organization engage in any significant activity not previously reported to the IRS? If "Yes," provide a detailed description of each activity in Schedule O ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Were any significant changes made to the organizing or governing documents? If "Yes," attach a conformed copy of the amended documents if they reflect a change to the organization's name. Otherwise, explain the change on Schedule O. See instructions ~~~~~~~ Did the organization have unrelated business gross income of $1,000 or more during the year from business activities (such as those reported on lines 2, 6a, and 7a, among others)?
If "Yes" to line 35a, has the organization filed a Form 990-T for the year? If "No," provide an explanation in Schedule O Was the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization subject to section 6033(e) notice, reporting, and proxy tax requirements during the year? If "Yes," complete Schedule C, Part III ~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during the year? If "Yes," complete applicable parts of Schedule N Enter amount of political expenditures, direct or indirect, as described in the instructions ~~~~~ | Did the organization file for this year? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee; were any such loans made in a prior year and still outstanding at the end of the tax year covered by this return? If "Yes," complete Schedule L, Part II, and enter the total amount involved ~~~~~~~~~~~~~~ Section 501(c)(7) organizations. Enter:
Initiation fees and capital contributions included on line 9 Gross receipts, included on line 9, for public use of club facilities ~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~
Section 501(c)(3) organizations. Enter amount of tax imposed on the organization during the year under:
section 4911 | ; section 4912 | ; section 4955 |
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in any section 4958 excess benefit transaction during the year, or did it engage in an excess benefit transaction in a prior year that has not been reported on any of its prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Enter amount of tax imposed on organization managers or disqualified persons during the year under sections 4912, 4955, and 4958 ~~~~~ | Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Enter amount of tax on line 40c reimbursed by the organization ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | All organizations. At any time during the tax year, was the organization a party to a prohibited tax shelter transaction? If "Yes," complete Form 8886-T ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ List the states with which a copy of this return is filed | The organization's books are in care of
Located at
| Telephone no. |
| ZIP + 4 |
At any time during the calendar year, did the organization have an interest in or a signature or other authority over a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ If "Yes," enter the name of the foreign country |
See the instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
At any time during the calendar year, did the organization maintain an office outside the United States? ~~~~~~~~~~~~~~~~~ If "Yes," enter the name of the foreign country |
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-EZ in lieu of Check here | and enter the amount of tax-exempt interest received or accrued during the tax year ~~~~~~~~~~~~~~~~~ | Did the organization maintain any donor advised funds during the year? If "Yes," Form 990 must be completed instead of Form 990-EZ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization operate one or more hospital facilities during the year? If "Yes," Form 990 must be completed instead of Form 990-EZ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization receive any payments for indoor tanning services during the year? If "Yes" to line 44c, has the organization filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O
~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization have a controlled entity within the meaning of section 512(b)(13)? Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," Form 990 and Schedule R may need to be completed instead of Form 990-EZ. See instructions ~~~~~~~~~~~~~~~~~~~~~~~~
Form (2019)
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Part V Other Information
Yes No
Yes No
Yes No
(Note the Schedule A and personal benefit contract statement requirements in the instructions for Part V.) Check if the organization used Sch. O to respond to any question in this Part V † †
SANTA YNEZ VALLEY ROTARY FOUNDATION 77-0384501
X
X
X
X
N/A
X
X
0. X
X
N/A
N/A
N/A
0. 0. 0.
X
0. 0.
X
CA
JEFFREY LITTLE 805-686-5766
1603 COPENHAGEN DRIVE, STE 5, SOLVANG, CA 93463
X
X
N/A
X
X
X
X
11061028 758846 72445 2019.06020 SANTA YNEZ VALLEY ROTARY FO 72445__1 3 1365
Health benefits,
contributions to
employee benefit
plans, and deferred
compensation
Reportable
compensation (Forms
W-2/1099-MISC)
Signature of officer Date
Type or print name and title
932174 12-11-19
4 46
46 47
48 49
50 47
48 49a
49b
a
b
(a) (b) (c) (d) (e)
f
51 (a) (b) (c)
d
52 Note:
Yes No
Yes No
990-EZ
Form 990-EZ (2019) Page
Did the organization engage, directly or indirectly, in political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I Did the organization engage in lobbying activities or have a section 501(h) election in effect during the tax year? If "Yes," complete Sch. C, Part II Is the organization a school as described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E ~~~~~~~~~~~~~~~~~~~ Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," was the related organization a section 527 organization? ~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Complete this table for the organization's five highest compensated employees (other than officers, directors, trustees, and key employees) who each received more than $100,000 of compensation from the organization. If there is none, enter "None." Name and title of each employee Average hours
per week devoted to
position
Estimated
amount of other
compensation
Total number of other employees paid over $100,000 ~~~~~~~~~~~~~~~~ | Complete this table for the organization's five highest compensated independent contractors who each received more than $100,000 of compensation from the organization. If there is none, enter "None."
Name and business address of each independent contractor Type of service Compensation Total number of other independent contractors each receiving over $100,000 ~~~~~~~~~~~~~~ | Did the organization complete Schedule A? All section 501(c)(3) organizations must attach a completed Schedule A | Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Check
self- employed
Print/Type preparer's name Preparer's signature Date if PTIN Firm's name Firm's EIN
Firm's address Phone no.
May the IRS discuss this return with the preparer shown above? See instructions | Form (2019)
All section 501(c)(3) organizations must answer questions 47-49b and 52, and complete the tables for lines 50 and 51.
Check if the organization used Schedule O to respond to any question in this Part VI Yes No
Part VI Section 501(c)(3) Organizations Only
Yes No
Sign
Here
Paid
Preparer
Use Only
†
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=
=
9 9
9 SANTA YNEZ VALLEY ROTARY FOUNDATION 77-0384501
X
X
X
X
NONE
NONE
X
PRESIDENT
STEPHEN B. PALMER P00080046
C&D LLP, CPAS & ADVISORS 77-0418724
690 ALAMO PINTADO RD 805 688-5505
SOLVANG, CA 93463
X
11061028 758846 72445 2019.06020 SANTA YNEZ VALLEY ROTARY FO 72445__1 4 1366
(iv) Is the organization listed
in your governing document?
OMB No. 1545-0047
Department of the Treasury
Internal Revenue Service
932021 09-25-19
(i) Name of supported (ii) (iii) (v) (vi)
organization
Type of organization
(described on lines 1-10
above (see instructions))
Amount of monetary
support (see instructions)
Amount of other
support (see instructions)
EIN
(Form 990 or 990-EZ) Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
| Attach to Form 990 or Form 990-EZ.
| Go to www.irs.gov/Form990 for instructions and the latest information.
Open to Public
Inspection
Name of the organization Employer identification number 1 2
3 4
5 6
7 8
9 10
11 12
section 170(b)(1)(A)(i).
section 170(b)(1)(A)(ii).
section 170(b)(1)(A)(iii).
section 170(b)(1)(A)(iii).
section 170(b)(1)(A)(iv).
section 170(b)(1)(A)(v).
section 170(b)(1)(A)(vi).
section 170(b)(1)(A)(vi).
section 170(b)(1)(A)(ix)
section 509(a)(2).
section 509(a)(4).
section 509(a)(1) section 509(a)(2) section 509(a)(3).
a
b
c
d
e
f
g
Type I.
You must complete Part IV, Sections A and B.
Type II.
You must complete Part IV, Sections A and C.
Type III functionally integrated.
You must complete Part IV, Sections A, D, and E.
Type III non-functionally integrated.
You must complete Part IV, Sections A and D, and Part V.
Yes No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule A (Form 990 or 990-EZ) 2019 (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.) A church, convention of churches, or association of churches described in A school described in (Attach Schedule E (Form 990 or 990-EZ).) A hospital or a cooperative hospital service organization described in A medical research organization operated in conjunction with a hospital described in Enter the hospital's name, city, and state:
An organization operated for the benefit of a college or university owned or operated by a governmental unit described in (Complete Part II.)
A federal, state, or local government or governmental unit described in An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in (Complete Part II.)
A community trust described in (Complete Part II.)
An agricultural research organization described in operated in conjunction with a land-grant college or university or a non-land-grant college of agriculture (see instructions). Enter the name, city, and state of the college or university:
An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions - subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975.
See (Complete Part III.)
An organization organized and operated exclusively to test for public safety. See An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in or . See Check the box in lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.
A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization.
A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s).
A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions).
A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions).
Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.
Enter the number of supported organizations ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Provide the following information about the supported organization(s).
LHA
SCHEDULE A
Part I Reason for Public Charity Status
Public Charity Status and Public Support 2019
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SANTA YNEZ VALLEY ROTARY FOUNDATION 77-0384501
X
11061028 758846 72445 2019.06020 SANTA YNEZ VALLEY ROTARY FO 72445__1 5 1367
Subtract line 5 from line 4.
932022 09-25-19
Calendar year (or fiscal year beginning in)
Calendar year (or fiscal year beginning in) |
2 (a) (b) (c) (d) (e) (f)
1 2
3 4
5 Total.
6 Public support.
(a) (b) (c) (d) (e) (f)
7 8
9 10
11 12
13 Total support.
12 First five years.
stop here
14 15
14 15
16 17
18 a
b
a
b
33 1/3% support test - 2019.
stop here.
33 1/3% support test - 2018.
stop here.
10% -facts-and-circumstances test - 2019.
stop here.
10% -facts-and-circumstances test - 2018.
stop here.
Private foundation.
Schedule A (Form 990 or 990-EZ) 2019
|
Add lines 7 through 10
Schedule A (Form 990 or 990-EZ) 2019 Page
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.) 2015 2016 2017 2018 2019 Total
Gifts, grants, contributions, and
membership fees received. (Do not
include any "unusual grants.") ~~
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ~~~~
The value of services or facilities
furnished by a governmental unit to
the organization without charge ~
Add lines 1 through 3 ~~~
The portion of total contributions
by each person (other than a
governmental unit or publicly
supported organization) included
on line 1 that exceeds 2% of the
amount shown on line 11,
column (f) ~~~~~~~~~~~~
2015 2016 2017 2018 2019 Total
Amounts from line 4 ~~~~~~~
Gross income from interest,
dividends, payments received on
securities loans, rents, royalties,
and income from similar sources ~
Net income from unrelated business
activities, whether or not the
business is regularly carried on ~
Other income. Do not include gain
or loss from the sale of capital
assets (Explain in Part VI.) ~~~~
Gross receipts from related activities, etc. (see instructions) ~~~~~~~~~~~~~~~~~~~~~~~ If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and | Public support percentage for 2019 (line 6, column (f) divided by line 11, column (f))~~~~~~~~~~~~ Public support percentage from 2018 Schedule A, Part II, line 14 %
~~~~~~~~~~~~~~~~~~~~~ %
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box and The organization qualifies as a publicly supported organization ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this box and The organization qualifies as a publicly supported organization ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ~~~~~~~~~~~~~~~ | If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ~~~~~~~~ | If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions | Part II Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) Section A. Public Support
Section B. Total Support
Section C. Computation of Public Support Percentage
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SANTA YNEZ VALLEY ROTARY FOUNDATION 77-0384501
11061028 758846 72445 2019.06020 SANTA YNEZ VALLEY ROTARY FO 72445__1 6 1368
(Subtract line 7c from line 6.)
Amounts included on lines 2 and 3 received
from other than disqualified persons that
exceed the greater of $5,000 or 1% of the
amount on line 13 for the year
(Add lines 9, 10c, 11, and 12.)
932023 09-25-19
Calendar year (or fiscal year beginning in) |
Calendar year (or fiscal year beginning in) |
Total support.
3 (a) (b) (c) (d) (e) (f)
1 2
3 4
5 6
7 Total.
a
b
c
8 Public support.
(a) (b) (c) (d) (e) (f)
9 10a
b
c
11 12
13 14 First five years.
stop here
15 16
15 16
17 18
19 20
2019
2018
17 18
a
b
33 1/3% support tests - 2019.
stop here.
33 1/3% support tests - 2018.
stop here.
Private foundation.
Schedule A (Form 990 or 990-EZ) 2019
Unrelated business taxable income
(less section 511 taxes) from businesses
acquired after June 30, 1975
Schedule A (Form 990 or 990-EZ) 2019 Page
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.) 2015 2016 2017 2018 2019 Total
Gifts, grants, contributions, and
membership fees received. (Do not
include any "unusual grants.") ~~
Gross receipts from admissions,
merchandise sold or services performed, or facilities furnished in any activity that is related to the
organization's tax-exempt purpose
Gross receipts from activities that
are not an unrelated trade or business under section 513 ~~~~~ Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ~~~~
The value of services or facilities
furnished by a governmental unit to
the organization without charge ~
Add lines 1 through 5 ~~~
Amounts included on lines 1, 2, and
3 received from disqualified persons
~~~~~~
Add lines 7a and 7b ~~~~~~~
2015 2016 2017 2018 2019 Total
Amounts from line 6 ~~~~~~~
Gross income from interest,
dividends, payments received on
securities loans, rents, royalties,
and income from similar sources ~
~~~~
Add lines 10a and 10b ~~~~~~
Net income from unrelated business
activities not included in line 10b,
whether or not the business is
regularly carried on ~~~~~~~
Other income. Do not include gain
or loss from the sale of capital
assets (Explain in Part VI.) ~~~~
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and | Public support percentage for 2019 (line 8, column (f), divided by line 13, column (f)) Public support percentage from 2018 Schedule A, Part III, line 15 ~~~~~~~~~~~ %
%
Investment income percentage for (line 10c, column (f), divided by line 13, column (f)) Investment income percentage from Schedule A, Part III, line 17 ~~~~~~~~ %
~~~~~~~~~~~~~~~~~~ %
If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and The organization qualifies as a publicly supported organization ~~~~~~~~~~ | If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3%, and line 18 is not more than 33 1/3%, check this box and The organization qualifies as a publicly supported organization ~~~~ | If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions | Part III Support Schedule for Organizations Described in Section 509(a)(2) Section A. Public Support
Section B. Total Support
Section C. Computation of Public Support Percentage
Section D. Computation of Investment Income Percentage
†
†
†
†
SANTA YNEZ VALLEY ROTARY FOUNDATION 77-0384501
42,705. 56,525. 52,400. 60,483. 63,876. 275,989.
55,209. 57,355. 52,356. 60,775. 53,912. 279,607.
97,914. 113,880. 104,756. 121,258. 117,788. 555,596.
1,600. 1,700. 1,925. 2,100. 1,800. 9,125.
5,000. 3,000. 5,000. 5,000. 5,000. 23,000.
6,600. 4,700. 6,925. 7,100. 6,800. 32,125.
523,471.
97,914. 113,880. 104,756. 121,258. 117,788. 555,596.
10,042. 8,412. 11,459. 15,619. 9,750. 55,282.
10,042. 8,412. 11,459. 15,619. 9,750. 55,282.
107,956. 122,292. 116,215. 136,877. 127,538. 610,878.
85.69 84.97
9.05 9.82
X
11061028 758846 72445 2019.06020 SANTA YNEZ VALLEY ROTARY FO 72445__1 7 1369
932024 09-25-19
4 Yes No
1 2
3 4
5 6
7 8
9 10
Part VI
1 2
3a
3b
3c
4a
4b
4c
5a
5b
5c
6 7
8 9a
9b
9c
10a
10b
Part VI
a
b
c
a
b
c
a
b
c
a
b
c
a
b
Part VI
Part VI
Part VI
Part VI
Part VI,
Type I or Type II only.
Substitutions only.
Part VI.
Part VI.
Part VI.
Part VI.
Schedule A (Form 990 or 990-EZ) 2019
If "No," describe in how the supported organizations are designated. If designated by class or purpose, describe the designation. If historic and continuing relationship, explain.
If "Yes," explain in how the organization determined that the supported organization was described in section 509(a)(1) or (2).
If "Yes," answer
(b) and (c) below.
If "Yes," describe in when and how the
organization made the determination.
If "Yes," explain in what controls the organization put in place to ensure such use.
If
"Yes," and if you checked 12a or 12b in Part I, answer (b) and (c) below.
If "Yes," describe in how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
If "Yes," explain in what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
If "Yes,"
answer (b) and (c) below (if applicable). Also, provide detail in including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
If "Yes," provide detail in
If "Yes," complete Part I of Schedule L (Form 990 or 990-EZ).
If "Yes," complete Part I of Schedule L (Form 990 or 990-EZ).
If "Yes," provide detail in
If "Yes," provide detail in
If "Yes," provide detail in
If "Yes," answer 10b below.
(Use Schedule C, Form 4720, to
determine whether the organization had excess business holdings.) Schedule A (Form 990 or 990-EZ) 2019 Page
(Complete only if you checked a box in line 12 on Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.) Are all of the organization's supported organizations listed by name in the organization's governing documents?
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)?
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes?
Was any supported organization not organized in the United States ("foreign supported organization")? Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization?
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)?
Did the organization add, substitute, or remove any supported organizations during the tax year? Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
Was the substitution the result of an event beyond the organization's control? Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization's supported organizations? Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (as defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor?
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))?
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest?
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)?
Did the organization have any excess business holdings in the tax year? Part IV Supporting Organizations
Section A. All Supporting Organizations
SANTA YNEZ VALLEY ROTARY FOUNDATION 77-0384501
11061028 758846 72445 2019.06020 SANTA YNEZ VALLEY ROTARY FO 72445__1 8 1370
932025 09-25-19
5 Yes No
11 a
b
c
11a
11b
Part VI. 11c
Yes No
1 2
Part VI
1 2
Part VI
Yes No
1 Part VI
1 Yes No
1 2
3 1
2 3
Part VI
Part VI
1 2
3 (see instructions).
a
b
c
line 2
line 3
Part VI
Answer (a) and (b) below. Yes No
a
b
a
b
Part VI identify
those supported organizations and explain
2a
2b
3a
3b
Part VI
Answer (a) and (b) below.
Part VI.
Part VI
Schedule A (Form 990 or 990-EZ) 2019
If "Yes" to a, b, or c, provide detail in
If "No," describe in how the supported organization(s) effectively operated, supervised, or controlled the organization's activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
If "Yes," explain in
how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised, or controlled the supporting organization.
If "No," describe in how control
or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
If "No," explain in how
the organization maintained a close and continuous working relationship with the supported organization(s).
If "Yes," describe in the role the organization's
supported organizations played in this regard.
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year Complete below.
Complete below.
Describe in how you supported a government entity (see instructions).
If "Yes," then in
how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
If "Yes," explain in the
reasons for the organization's position that its supported organization(s) would have engaged in these activities but for the organization's involvement.
Provide details in
If "Yes," describe in the role played by the organization in this regard.
Schedule A (Form 990 or 990-EZ) 2019 Page
Has the organization accepted a gift or contribution from any of the following persons? A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
A family member of a person described in (a) above?
A 35% controlled entity of a person described in (a) or (b) above? Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization's directors or trustees at all times during the tax year?
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? Were a majority of the organization's directors or trustees during the tax year also a majority of the directors or trustees of each of the organization's supported organization(s)? Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization's tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization's governing documents in effect on the date of notification, to the extent not previously provided? Were any of the organization's officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? By reason of the relationship described in (2), did the organization's supported organizations have a significant voice in the organization's investment policies and in directing the use of the organization's income or assets at all times during the tax year?
The organization satisfied the Activities Test.
The organization is the parent of each of its supported organizations.
The organization supported a governmental entity.
Activities Test.
Did substantially all of the organization's activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? Did the activities described in (a) constitute activities that, but for the organization's involvement, one or more of the organization's supported organization(s) would have been engaged in? Parent of Supported Organizations.
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?
Did the organization exercise a substantial degree of direction over the policies, programs, and activities of each of its supported organizations?
Part IV Supporting Organizations (continued)
Section B. Type I Supporting Organizations
Section C. Type II Supporting Organizations
Section D. All Type III Supporting Organizations
Section E. Type III Functionally Integrated Supporting Organizations †
†
†
SANTA YNEZ VALLEY ROTARY FOUNDATION 77-0384501
11061028 758846 72445 2019.06020 SANTA YNEZ VALLEY ROTARY FO 72445__1 9 1371
932026 09-25-19
6 1 See instructions.
Section A - Adjusted Net Income
1 2
3 4
5 6
7 8
1 2
3 4
5 6
7 Adjusted Net Income 8
Section B - Minimum Asset Amount
1 2
3 4
5 6
7 8
a
b
c
d
e
1a
1b
1c
1d
2 3
4 5
6 7
8 Total
Discount
Part VI
Minimum Asset Amount
Section C - Distributable Amount
1 2
3 4
5 6
7 1
2 3
4 5
6 Distributable Amount.
Schedule A (Form 990 or 990-EZ) 2019
Schedule A (Form 990 or 990-EZ) 2019 Page
Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). All other Type III non-functionally integrated supporting organizations must complete Sections A through E. (B) Current Year
(optional) (A) Prior Year
Net short-term capital gain
Recoveries of prior-year distributions
Other gross income (see instructions)
Add lines 1 through 3.
Depreciation and depletion
Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) Other expenses (see instructions)
(subtract lines 5, 6, and 7 from line 4)
(B) Current Year
(optional) (A) Prior Year
Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):
Average monthly value of securities
Average monthly cash balances
Fair market value of other non-exempt-use assets
(add lines 1a, 1b, and 1c)
claimed for blockage or other
factors (explain in detail in ):
Acquisition indebtedness applicable to non-exempt-use assets Subtract line 2 from line 1d.
Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions).
Net value of non-exempt-use assets (subtract line 4 from line 3) Multiply line 5 by .035.
Recoveries of prior-year distributions
(add line 7 to line 6)
Current Year
Adjusted net income for prior year (from Section A, line 8, Column A) Enter 85% of line 1.
Minimum asset amount for prior year (from Section B, line 8, Column A) Enter greater of line 2 or line 3.
Income tax imposed in prior year
Subtract line 5 from line 4, unless subject to
emergency temporary reduction (see instructions).
Check here if the current year is the organization's first as a non-functionally integrated Type III supporting organization (see instructions).
Part V Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations †
†
SANTA YNEZ VALLEY ROTARY FOUNDATION 77-0384501
11061028 758846 72445 2019.06020 SANTA YNEZ VALLEY ROTARY FO 72445__1 10 1372
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7 Section D - Distributions Current Year
1 2
3 4
5 6
7 8
9 10
Part VI
Total annual distributions.
Part VI
(i)
Excess Distributions
(ii)
Underdistributions
Pre-2019
(iii)
Distributable
Amount for 2019 Section E - Distribution Allocations
1 2
3 4
5 6
7 8
Part VI
a
b
c
d
e
f
g
h
i
j
Total
a
b
c
Part VI.
Part VI
Excess distributions carryover to 2020.
a
b
c
d
e
Schedule A (Form 990 or 990-EZ) 2019
Schedule A (Form 990 or 990-EZ) 2019 Page
Amounts paid to supported organizations to accomplish exempt purposes Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity
Administrative expenses paid to accomplish exempt purposes of supported organizations Amounts paid to acquire exempt-use assets
Qualified set-aside amounts (prior IRS approval required) Other distributions (describe in ). See instructions.
Add lines 1 through 6.
Distributions to attentive supported organizations to which the organization is responsive (provide details in ). See instructions.
Distributable amount for 2019 from Section C, line 6
Line 8 amount divided by line 9 amount
(see instructions)
Distributable amount for 2019 from Section C, line 6
Underdistributions, if any, for years prior to 2019 (reasonable cause required- explain in ). See instructions.
Excess distributions carryover, if any, to 2019
From 2014
From 2015
From 2016
From 2017
From 2018
of lines 3a through e
Applied to underdistributions of prior years
Applied to 2019 distributable amount
Carryover from 2014 not applied (see instructions)
Remainder. Subtract lines 3g, 3h, and 3i from 3f.
Distributions for 2019 from Section D,
line 7: $
Applied to underdistributions of prior years
Applied to 2019 distributable amount
Remainder. Subtract lines 4a and 4b from 4.
Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. For result greater than zero, explain in See instructions.
Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. For result greater than zero, explain in . See instructions.
Add lines 3j
and 4c.
Breakdown of line 7:
Excess from 2015
Excess from 2016
Excess from 2017
Excess from 2018
Excess from 2019
Part V Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued) SANTA YNEZ VALLEY ROTARY FOUNDATION 77-0384501
11061028 758846 72445 2019.06020 SANTA YNEZ VALLEY ROTARY FO 72445__1 11 1373
932028 09-25-19
8 Schedule A (Form 990 or 990-EZ) 2019
Schedule A (Form 990 or 990-EZ) 2019 Page
Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a, and 3b; Part V, line 1; Part V, Section B, line 1e; Part V, Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions.)
Part VI Supplemental Information.
SANTA YNEZ VALLEY ROTARY FOUNDATION 77-0384501
11061028 758846 72445 2019.06020 SANTA YNEZ VALLEY ROTARY FO 72445__1 12 1374
923172 04-01-19
Payer's Name 2015
Amount
2016
Amount
2017
Amount
2018
Amount
2019
Amount
Total to Schedule A,
Part III, Line 7a ~~~~~~~~~~~
** Do Not File **
*** Not Open to Public Inspection ***
Payments from Disqualified Persons
Included on Part III, Line 7a Schedule A 2019
SANTA YNEZ VALLEY ROTARY FOUNDATION 77-0384501
KEN MILLS 100. 0. 0. 0. 0.
ALAN COOPER 100. 100. 100. 0. 0.
JOE DUGAN 100. 100. 100. 100. 100.
NORMAN WILLIAMS 100. 100. 100. 100. 0.
JEFF COTTER 100. 100. 100. 0. 0.
BERTHA FOXEN 100. 100. 100. 0. 0.
RANDY JONES 100. 100. 100. 100. 100.
PAUL MATTHIES 100. 100. 100. 100. 100.
VERVA ENOCH 100. 400. 200. 200. 200.
JOHN CHU 100. 0. 0. 0. 0.
GREG PENSA 100. 100. 100. 100. 100.
NELSON OWENS 100. 0. 0. 0. 0.
RICHARD SMULLEN 100. 0. 0. 0. 0.
SUZANNE HOLLRAH 100. 100. 100. 100. 100.
JEFF LITTLE 100. 100. 100. 100. 0.
CHARLES LEBEAU 100. 100. 100. 0. 0.
GARY SCHOEN 0. 100. 100. 100. 0.
RICHARD BARCA 0. 100. 100. 700. 200.
JIM VREELAND 0. 0. 100. 0. 0.
MICHELINE HUGHES 0. 0. 100. 100. 0.
EMMA TORRES 0. 0. 125. 200. 100.
DAVID WYATT 0. 0. 100. 100. 100.
LOU KARPF 0. 0. 0. 0. 100.
KEN NASH 0. 0. 0. 0. 100.
1375
923172 04-01-19
Payer's Name 2015
Amount
2016
Amount
2017
Amount
2018
Amount
2019
Amount
Total to Schedule A,
Part III, Line 7a ~~~~~~~~~~~
** Do Not File **
*** Not Open to Public Inspection ***
Payments from Disqualified Persons
Included on Part III, Line 7a Schedule A 2019
SANTA YNEZ VALLEY ROTARY FOUNDATION 77-0384501
BETTY JOHNSTON 0. 0. 0. 0. 100.
JIM JOHNSTON 0. 0. 0. 0. 100.
ED KUSHNER 0. 0. 0. 0. 300.
1,600. 1,700. 1,925. 2,100. 1,800.
1376
923173 04-01-19
Payer's Name 2015
Amount
2016
Amount
2017
Amount
2018
Amount
2019
Amount
Total to Schedule A,
Part III, Line 7b ~~~~~~~~~~~
** Do Not File **
*** Not Open to Public Inspection ***
Excess Payments from Non-Disqualified Persons
Included on Part III, Line 7b Schedule A 2019
SANTA YNEZ VALLEY ROTARY FOUNDATION 77-0384501
CHUMASH BAND OF
MISSION INDIANS 5,000. 0. 0. 0. 0.
CITY OF SOLVANG 0. 3,000. 0. 5,000. 5,000.
RUDI SCHULTE FAMILY
FOUNDATION 0. 0. 5,000. 0. 0.
5,000. 3,000. 5,000. 5,000. 5,000.
1377
932251 04-01-19
Payer's Name Amount Received
in 2019
2019 Excess
Payments
Total Excess Payments to Schedule A, Part III, Line 7b, column (e) ~~~~~~~~~~~~~~~~~~~~~~~~~~~ ** Do Not File **
*** Not Open to Public Inspection ***
Identification of Excess Support Payments
Included on Part III, Line 7b, column (e) Schedule A 2019 SANTA YNEZ VALLEY ROTARY FOUNDATION 77-0384501
CITY OF SOLVANG 10,000. 5,000.
5,000.
1378
Department of the Treasury
Internal Revenue Service
923451 11-06-19
For Paperwork Reduction Act Notice, see the instructions for Form 990, 990-EZ, or 990-PF. Schedule B (Form 990, 990-EZ, or 990-PF) (2019) OMB No. 1545-0047
(Form 990, 990-EZ,
or 990-PF) | Attach to Form 990, Form 990-EZ, or Form 990-PF. | Go to www.irs.gov/Form990 for the latest information.
Employer identification number
Organization type
Filers of: Section:
not
General Rule Special Rule.
Note:
General Rule
Special Rules
(1) (2)
General Rule
Caution:
must
exclusively
exclusively
exclusively
nonexclusively
Name of the organization
(check one):
Form 990 or 990-EZ 501(c)( ) (enter number) organization 4947(a)(1) nonexempt charitable trust treated as a private foundation 527 political organization
Form 990-PF 501(c)(3) exempt private foundation
4947(a)(1) nonexempt charitable trust treated as a private foundation 501(c)(3) taxable private foundation
Check if your organization is covered by the or a
Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33 1/3% support test of the regulations under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of $5,000; or 2% of the amount on (i) Form 990, Part VIII, line 1h; or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the year, total contributions of more than $1,000 for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the year, contributions for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an religious, charitable, etc., purpose. Don't complete any of the parts unless the applies to this organization because it received religious, charitable, etc., contributions totaling $5,000 or more during the year ~~~~~~~~~~~~~~~ | $ An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990, 990-EZ, or 990-PF), but it answer "No" on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ or on its Form 990-PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990, 990-EZ, or 990-PF).
LHA
Schedule B Schedule of Contributors
2019
†
†
†
†
†
†
†
†
†
†
SANTA YNEZ VALLEY ROTARY FOUNDATION 77-0384501
X 3
X
1379
923452 11-06-19 Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Employer identification number
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
Person
Payroll
Noncash
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
Person
Payroll
Noncash
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
Person
Payroll
Noncash
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
Person
Payroll
Noncash
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
Person
Payroll
Noncash
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
Person
Payroll
Noncash
Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page
Name of organization
(see instructions). Use duplicate copies of Part I if additional space is needed. $
(Complete Part II for
noncash contributions.)
$
(Complete Part II for
noncash contributions.)
$
(Complete Part II for
noncash contributions.)
$
(Complete Part II for
noncash contributions.)
$
(Complete Part II for
noncash contributions.)
$
(Complete Part II for
noncash contributions.)
2 Part I Contributors
†
†
†
†
†
†
†
†
†
†
†
†
†
†
†
†
†
†
SANTA YNEZ VALLEY ROTARY FOUNDATION 77-0384501
1 CITY OF SOLVANG X
431 SOLVANG STREET, SUITE 9 10,000.
SOLVANG, CA 93463
11061028 758846 72445 2019.06020 SANTA YNEZ VALLEY ROTARY FO 72445__1 14 1380
923453 11-06-19 Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Employer identification number
(a)
No.
from
Part I
(c)
FMV (or estimate) (b)
Description of noncash property given
(d)
Date received
(a)
No.
from
Part I
(c)
FMV (or estimate) (b)
Description of noncash property given
(d)
Date received
(a)
No.
from
Part I
(c)
FMV (or estimate) (b)
Description of noncash property given
(d)
Date received
(a)
No.
from
Part I
(c)
FMV (or estimate) (b)
Description of noncash property given
(d)
Date received
(a)
No.
from
Part I
(c)
FMV (or estimate) (b)
Description of noncash property given
(d)
Date received
(a)
No.
from
Part I
(c)
FMV (or estimate) (b)
Description of noncash property given
(d)
Date received
Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page
Name of organization
(see instructions). Use duplicate copies of Part II if additional space is needed. (See instructions.)
$
(See instructions.)
$
(See instructions.)
$
(See instructions.)
$
(See instructions.)
$
(See instructions.)
$
3 Part II Noncash Property
SANTA YNEZ VALLEY ROTARY FOUNDATION 77-0384501
11061028 758846 72445 2019.06020 SANTA YNEZ VALLEY ROTARY FO 72445__1 15 1381
completing Part III, enter the total of exclusively religious, charitable, etc., contributions of (Enter this info. once.) for the year. 923454 11-06-19
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. (a) (e) and
$1,000 or less
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Complete columns through the following line entry. For organizations Employer identification number
(a) No.
from
Part I (b) Purpose of gift (c) Use of gift (d) Description of how gift is held (e) Transfer of gift
Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee (a) No.
from
Part I (b) Purpose of gift (c) Use of gift (d) Description of how gift is held (e) Transfer of gift
Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee (a) No.
from
Part I (b) Purpose of gift (c) Use of gift (d) Description of how gift is held (e) Transfer of gift
Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee (a) No.
from
Part I (b) Purpose of gift (c) Use of gift (d) Description of how gift is held (e) Transfer of gift
Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page
Name of organization
| $
Use duplicate copies of Part III if additional space is needed. 4 Part III
SANTA YNEZ VALLEY ROTARY FOUNDATION 77-0384501
11061028 758846 72445 2019.06020 SANTA YNEZ VALLEY ROTARY FO 72445__1 16 1382
OMB No. 1545-0047
Department of the Treasury
Internal Revenue Service
Did
fundraiser
have custody
or control of contributions?
932081 09-11-19
Go to
(Form 990 or 990-EZ) Complete if the organization answered "Yes" on Form 990, Part IV, line 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a.
Open to Public
Inspection
| Attach to Form 990 or Form 990-EZ.
| www.irs.gov/Form990 for instructions and the latest information.
Employer identification number
1 a
b
c
d
a
b
e
f
g
2 Yes No
(i) (ii)
(iii) (iv) (v)
(i)
(vi)
Yes No
Total
3 For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule G (Form 990 or 990-EZ) 2019 Name of the organization
Complete if the organization answered "Yes" on Form 990, Part IV, line 17. Form 990-EZ filers are not required to complete this part.
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
Mail solicitations
Internet and email solicitations
Phone solicitations
In-person solicitations
Solicitation of non-government grants
Solicitation of government grants
Special fundraising events
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees, or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services? If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is to be compensated at least $5,000 by the organization.
Name and address of individual
or entity (fundraiser) Activity Gross receiptsfrom activity Amount paid
to (or retained by)
fundraiser
listed in col.
Amount paid
to (or retained by)
organization
|
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
LHA
SCHEDULE G Supplemental Information Regarding Fundraising or Gaming Activities Part I Fundraising Activities.
2019
† †
† †
† †
†
† †
SANTA YNEZ VALLEY ROTARY FOUNDATION 77-0384501
11061028 758846 72445 2019.06020 SANTA YNEZ VALLEY ROTARY FO 72445__1 17 1383
932082 09-11-19
2 (d)
(a)
(c)
(a) (b) (c)
1 2
3 4
5 6
7 8
9 10
11 (a) (b) (c) (d)
(a) (c)
1 2
3 4
5 6
7 8
Yes Yes Yes
No No No
9 10
a
b
Yes No
a
b
Yes No
Schedule G (Form 990 or 990-EZ) 2019
Pull tabs/instant
bingo/progressive bingo
Schedule G (Form 990 or 990-EZ) 2019 Page
Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.
Total events
(add col. through
col. )
Revenue
Event #1 Event #2 Other events
(event type) (event type) (total number)
Gross receipts
Less: Contributions
~~~~~~~~~~~~~~
~~~~~~~~~~~
Gross income (line 1 minus line 2)
Direct Expenses
Cash prizes
Noncash prizes
~~~~~~~~~~~~~~~
~~~~~~~~~~~~~
Rent/facility costs ~~~~~~~~~~~~
Food and beverages
Entertainment
~~~~~~~~~~
~~~~~~~~~~~~~~
Other direct expenses ~~~~~~~~~~
Direct expense summary. Add lines 4 through 9 in column (d) Net income summary. Subtract line 10 from line 3, column (d) ~~~~~~~~~~~~~~~~~~~~~~~~ |
|
Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
Revenue
Bingo Other gaming Total gaming (add
col. through col. )
Direct Expenses
Gross revenue
Cash prizes
Noncash prizes
~~~~~~~~~~~~~~~
~~~~~~~~~~~~~
Rent/facility costs
Other direct expenses
~~~~~~~~~~~~
% % %
Volunteer labor ~~~~~~~~~~~~~
Direct expense summary. Add lines 2 through 5 in column (d) Net gaming income summary. Subtract line 7 from line 1, column (d) ~~~~~~~~~~~~~~~~~~~~~~~~ |
|
Enter the state(s) in which the organization conducts gaming activities:
Is the organization licensed to conduct gaming activities in each of these states? If "No," explain:
~~~~~~~~~~~~~~~~~~~~
Were any of the organization's gaming licenses revoked, suspended, or terminated during the tax year? If "Yes," explain:
~~~~~~~~~
Part II Fundraising Events.
Part III Gaming.
† † †
† † †
† †
† †
SANTA YNEZ VALLEY ROTARY FOUNDATION 77-0384501
4TH OF JULY NONE
FIREWORKS EV
115,988. 115,988.
62,076. 62,076.
53,912. 53,912.
9,820. 9,820.
44,629. 44,629.
54,449.
-537.
11061028 758846 72445 2019.06020 SANTA YNEZ VALLEY ROTARY FO 72445__1 18 1384
932083 09-11-19
3 11
12 13
14 15
Yes No
Yes No
a
b
13a
13b
a Yes No
b
c
16 17
a
b
Yes No
Schedule G (Form 990 or 990-EZ) 2019
Schedule G (Form 990 or 990-EZ) 2019 Page
Does the organization conduct gaming activities with nonmembers? Is the organization a grantor, beneficiary or trustee of a trust, or a member of a partnership or other entity formed to administer charitable gaming?
~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Indicate the percentage of gaming activity conducted in:
The organization's facility
An outside facility
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ %
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ %
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name |
Address |
Does the organization have a contract with a third party from whom the organization receives gaming revenue? If "Yes," enter the amount of gaming revenue received by the organization | ~~~~~~
$ and the amount
of gaming revenue retained by the third party | $
If "Yes," enter name and address of the third party:
Name |
Address |
Gaming manager information:
Name |
Gaming manager compensation |
Description of services provided |
$
Director/officer Employee Independent contractor
Mandatory distributions:
Is the organization required under state law to make charitable distributions from the gaming proceeds to retain the state gaming license? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Enter the amount of distributions required under state law to be distributed to other exempt organizations or spent in the organization's own exempt activities during the tax year | $ Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.
Part IV Supplemental Information.
† †
† †
† †
† † †
† †
SANTA YNEZ VALLEY ROTARY FOUNDATION 77-0384501
11061028 758846 72445 2019.06020 SANTA YNEZ VALLEY ROTARY FO 72445__1 19 1385
932084 04-01-19
4 Schedule G (Form 990 or 990-EZ)
(continued)
Schedule G (Form 990 or 990-EZ) Page
Part IV Supplemental Information
SANTA YNEZ VALLEY ROTARY FOUNDATION 77-0384501
11061028 758846 72445 2019.06020 SANTA YNEZ VALLEY ROTARY FO 72445__1 20 1386
C
o
n
v
Asset
No.
Line
No.
928111 04-01-19
2019 DEPRECIATION AND AMORTIZATION REPORT
Date
Acquired
Unadjusted
Cost Or Basis
Bus
%
Excl
Section 179
Expense
Reduction In
Basis
Basis For
Depreciation
Beginning
Accumulated
Depreciation
Current
Sec 179
Expense
Current Year
Deduction
Ending
Accumulated
Depreciation
Description Method Life
*
(D) - Asset disposed * ITC, Salvage, Bonus, Commercial Revitalization Deduction, GO Zone FORM 990-EZ PAGE 1 990-EZ
1 (2)CANOPIES 07/04/18 200DB 7.00 HY17 14,872. 14,872. 0. * TOTAL 990-EZ PG 1 DEPR 14,872. 14,872. 0. 0. 0. 0.
20.1 1387
OMB No. 1545-0047
Department of the Treasury
Internal Revenue Service
932211 09-06-19
Complete to provide information for responses to specific questions on Form 990 or 990-EZ or to provide any additional information. | Attach to Form 990 or 990-EZ.
| Go to www.irs.gov/Form990 for the latest information. (Form 990 or 990-EZ)
Open to Public
Inspection
Employer identification number
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule O (Form 990 or 990-EZ) (2019) Name of the organization
LHA
SCHEDULE O Supplemental Information to Form 990 or 990-EZ 2019 SANTA YNEZ VALLEY ROTARY FOUNDATION 77-0384501
FORM 990-EZ, PART I, LINE 4, OTHER INVESTMENT INCOME:
DESCRIPTION OF PROPERTY: AMOUNT:
INTEREST 69.
DIVIDEND 9,681.
TOTAL INCLUDED ON FORM 990-EZ, LINE 4 9,750.
FORM 990-EZ, PART I, LINE 10, GRANTS AND SIMILAR AMOUNTS PAID:
ACTIVITY CLASSIFICATION: LOCAL CHARITY GRANTS
GRANTEE NAME: BETHANIA EVANGELICAL LUTHERAN CHURCH
GRANTEE ADDRESS: 603 ATTERDAG RD SOLVANG, CA 93464
PROPERTY DESCRIPTION: CASH
AMOUNT GIVEN: 15,000.
ACTIVITY CLASSIFICATION: LOCAL CHARITY GRANTS
GRANTEE NAME: ST MARKS EPISCOPAL CHURCH
GRANTEE ADDRESS: 2901 NOJOQUI AVE LOS OLIVOS, CA 93441
PROPERTY DESCRIPTION: CASH
AMOUNT GIVEN: 9,000.
ACTIVITY CLASSIFICATION: LOCAL CHARITY GRANTS
GRANTEE NAME: BUELLTON SENIOR CENTER
GRANTEE ADDRESS: PO BOX 1946 BUELLTON, CA 93427
PROPERTY DESCRIPTION: CASH
AMOUNT GIVEN: 9,825.
11061028 758846 72445 2019.06020 SANTA YNEZ VALLEY ROTARY FO 72445__1 21 1388
932212 09-06-19
2 Employer identification number
Schedule O (Form 990 or 990-EZ) (2019)
Schedule O (Form 990 or 990-EZ) (2019) Page
Name of the organization
SANTA YNEZ VALLEY ROTARY FOUNDATION 77-0384501
ACTIVITY CLASSIFICATION: LOCAL CHARITY GRANTS
GRANTEE NAME: SYV PEOPLE HELPING PEOPLE
GRANTEE ADDRESS: 545 ALISAL RD, STE 102 SOLVANG, CA 93463 PROPERTY DESCRIPTION: CASH
AMOUNT GIVEN: 9,000.
ACTIVITY CLASSIFICATION: LOCAL CHARITY GRANTS
GRANTEE NAME: SYV FRUIT & VEGETABLE RESCUE
GRANTEE ADDRESS: PO BOX 1651 SANTA YNEZ, CA 93460
PROPERTY DESCRIPTION: CASH
AMOUNT GIVEN: 3,000.
ACTIVITY CLASSIFICATION: LOCAL CHARITY GRANTS
GRANTEE NAME: SANTA YNEZ VALLEY WIND ENSEMBLE
GRANTEE ADDRESS: 2139 HOLLY LN SOLVANG, CA 93463
PROPERTY DESCRIPTION: CASH
AMOUNT GIVEN: 1,000.
ACTIVITY CLASSIFICATION: LOCAL CHARITY GRANTS
GRANTEE NAME: SOLVANG SENIOR CENTER
GRANTEE ADDRESS: 1745 MISSION DRIVE #A SOLVANG, CA 93463 PROPERTY DESCRIPTION: CASH
AMOUNT GIVEN: 2,000.
ACTIVITY CLASSIFICATION: LOCAL CHARITY GRANTS
GRANTEE NAME: COMMUNITY DOCUMENT SHREDDING
GRANTEE ADDRESS: PO BOX 121 SOLVANG, CA 93463
PROPERTY DESCRIPTION: CASH
11061028 758846 72445 2019.06020 SANTA YNEZ VALLEY ROTARY FO 72445__1 22 1389
932212 09-06-19
2 Employer identification number
Schedule O (Form 990 or 990-EZ) (2019)
Schedule O (Form 990 or 990-EZ) (2019) Page
Name of the organization
SANTA YNEZ VALLEY ROTARY FOUNDATION 77-0384501
AMOUNT GIVEN: 450.
ACTIVITY CLASSIFICATION: LOCAL CHARITY GRANTS
GRANTEE NAME: ALLAN HANCOCK COLLEGE
GRANTEE ADDRESS: 800 S COLLEGE DR SANTA MARIA, CA 93454 PROPERTY DESCRIPTION: CASH
AMOUNT GIVEN: 6,000.
ACTIVITY CLASSIFICATION: LOCAL CHARITY GRANTS
GRANTEE NAME: SYVUHS SAFE GRAD NIGHT
GRANTEE ADDRESS: 2975 CA-246 SANTA YNEZ, CA 93460
PROPERTY DESCRIPTION: CASH
AMOUNT GIVEN: 1,000.
ACTIVITY CLASSIFICATION: STUDENT SUPPORT ACTIVITIES
GRANTEE NAME: SYVUHS SCHOLARSHIPS
GRANTEE ADDRESS: 2975 CA-246 SANTA YNEZ, CA 93460
PROPERTY DESCRIPTION: CASH
AMOUNT GIVEN: 4,500.
ACTIVITY CLASSIFICATION: STUDENT SUPPORT ACTIVITIES
GRANTEE NAME: SYVUHS ARCHITECTURAL CONTEST
GRANTEE ADDRESS: 2975 CA-246 SANTA YNEZ, CA 93460
PROPERTY DESCRIPTION: CASH
AMOUNT GIVEN: 1,324.
ACTIVITY CLASSIFICATION: STUDENT SUPPORT ACTIVITIES
GRANTEE NAME: SYVUHS EDUCATION PROGRAMS
11061028 758846 72445 2019.06020 SANTA YNEZ VALLEY ROTARY FO 72445__1 23 1390
932212 09-06-19
2 Employer identification number
Schedule O (Form 990 or 990-EZ) (2019)
Schedule O (Form 990 or 990-EZ) (2019) Page
Name of the organization
SANTA YNEZ VALLEY ROTARY FOUNDATION 77-0384501
GRANTEE ADDRESS: 2975 CA-246 SANTA YNEZ, CA 39460
PROPERTY DESCRIPTION: CASH
AMOUNT GIVEN: 2,000.
ACTIVITY CLASSIFICATION: STUDENT SUPPORT ACTIVITIES
GRANTEE NAME: SYV PEOPLE HELPING PEOPLE FOOD PACKS
GRANTEE ADDRESS: 2975 CA-246 SANTA YNEZ, CA 93460
PROPERTY DESCRIPTION: CASH
AMOUNT GIVEN: 2,120.
ACTIVITY CLASSIFICATION: STUDENT SUPPORT ACTIVITIES
GRANTEE NAME: BOY SCOUTS & CUB SCOUTS
GRANTEE ADDRESS: PO BOX 121 SOLVANG, CA 93464
PROPERTY DESCRIPTION: CASH
AMOUNT GIVEN: 300.
ACTIVITY CLASSIFICATION: INTERNATIONAL GRANTS AND POLIO PLUS GRANTEE NAME: PACE
GRANTEE ADDRESS: 1 N CALLE CESAR CHAVEZ, STE 102 SANTA BARBARA, CA 93103 PROPERTY DESCRIPTION: CASH
AMOUNT GIVEN: 5,000.
ACTIVITY CLASSIFICATION: LOCAL CHARITY GRANTS
GRANTEE NAME: AIRPORT DAYS
GRANTEE ADDRESS: PO BOX 121 SOLVANG, CA 93464
PROPERTY DESCRIPTION: CASH
AMOUNT GIVEN: 1,500.
TOTAL INCLUDED ON FORM 990-EZ, LINE 10 73,019.
11061028 758846 72445 2019.06020 SANTA YNEZ VALLEY ROTARY FO 72445__1 24 1391
932212 09-06-19
2 Employer identification number
Schedule O (Form 990 or 990-EZ) (2019)
Schedule O (Form 990 or 990-EZ) (2019) Page
Name of the organization
SANTA YNEZ VALLEY ROTARY FOUNDATION 77-0384501
FORM 990-EZ, PART I, LINE 16, OTHER EXPENSES:
DESCRIPTION OF OTHER EXPENSES: AMOUNT:
INVESTMENT MANAGEMENT FEES 2,278.
BANK FEES & POSTAGE 100.
TOTAL TO FORM 990-EZ, LINE 16 2,378.
FORM 990-EZ, PART III, PRIMARY EXEMPT PURPOSE - TO PROVIDE FUNDING FOR VARIOUS CHARITIES, BOTH LOCALLY AND INTERNATIONALLY. THE PROGRAMS
SPECIFICALLY INCLUDE BUT ARE NOT LIMITED TO EDUCATIONAL SUPPORT,
SCHOLARSHIPS, COMMUNITY PROJECTS, PROGRAMS FOR YOUTH, SENIOR CITIZENS,
MENTALLY AND PHYSICALLY DISADVANTAGES AND OTHER HEALTH AND HUMANITARIAN NEEDS.
FORM 990-EZ, PART III, LINE 28, PROGRAM SERVICE ACCOMPLISHMENTS:
STUDENT SCHOLARSHIPS
THE SCHOLARSHIPS ARE AWARDED BASED UPON BOTH MERIT AND
NEED. SCHOLARSHIPS ARE AWARDED TO STUDENTS IN THE LOCAL AREA. DURING THE FISCAL YEAR 4 STUDENTS RECEIVED SCHOLARSHIPS.
FORM 990-EZ, PART III LINE 31, OTHER PROGRAM SERVICE ACCOMPLISHMENTS:
SUPPORT WAS GIVEN TO VARIOUS OTHER LOCAL AND INTERNATIONAL CHARITIES,
AND SCHOOLS
FORM 990-EZ, PART V, INFORMATION REGARDING PERSONAL BENEFIT CONTRACTS:
THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY, OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.
THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY, 11061028 758846 72445 2019.06020 SANTA YNEZ VALLEY ROTARY FO 72445__1 25 1392
932212 09-06-19
2 Employer identification number
Schedule O (Form 990 or 990-EZ) (2019)
Schedule O (Form 990 or 990-EZ) (2019) Page
Name of the organization
SANTA YNEZ VALLEY ROTARY FOUNDATION 77-0384501
OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
11061028 758846 72445 2019.06020 SANTA YNEZ VALLEY ROTARY FO 72445__1 26 1393
Asset
No.
Line
No.
928102 04-01-19
2019 DEPRECIATION AND AMORTIZATION REPORT
Date
Acquired
Unadjusted
Cost Or Basis
Bus %
Excl
Reduction In
Basis
Basis For
Depreciation
Accumulated
Depreciation
Current
Sec 179
Current Year Description Method Life Deduction
*
(D) - Asset disposed * ITC, Section 179, Salvage, Bonus, Commercial Revitalization Deduction - CURRENT YEAR FEDERAL - SANTA YNEZ VALLEY ROTARY FOUNDATION 1(2)CANOPIES 070418200DB7.00 17 14,872. 14,872. 0.
* TOTAL 990-EZ PG 1
DEPR 14,872. 14,872. 0. 0. 0.
1394
Asset
No.
928103 04-01-19
2020 DEPRECIATION AND AMORTIZATION REPORT
*
Reduction In
Basis
Date
Acquired
Unadjusted
Cost Or Basis
Basis For
Depreciation
Accumulated
Depreciation
Amount Of Description Method Life Depreciation
(D) - Asset disposed * ITC, Section 179, Salvage, HR 3090, Commercial Revitalization Deduction, GO Zone - NEXT YEAR FEDERAL - SANTA YNEZ VALLEY ROTARY FOUNDATION 1(2)CANOPIES 070418200DB7.00 14,872.14,872. 0.
1395
Asset
No.
Line
No.
928102 04-01-19
2019 DEPRECIATION AND AMORTIZATION REPORT
Date
Acquired
Unadjusted
Cost Or Basis
Bus %
Excl
Reduction In
Basis
Basis For
Depreciation
Accumulated
Depreciation
Current
Sec 179
Current Year Description Method Life Deduction
*
(D) - Asset disposed * ITC, Section 179, Salvage, Bonus, Commercial Revitalization Deduction - CURRENT YEAR STATE - SANTA YNEZ VALLEY ROTARY FOUNDATION 1(2)CANOPIES 070418200DB7.00 16 14,872. 14,872. 4,249. 3,035.
TOTAL FORM 199
DEPRECIATION 14,872. 14,872. 4,249. 0. 3,035.
TOTALS FOR
CALIFORNIA 14,872. 14,872. 4,249. 0. 3,035.
1396
Asset
No.
928103 04-01-19
2020 DEPRECIATION AND AMORTIZATION REPORT
*
Reduction In
Basis
Date
Acquired
Unadjusted
Cost Or Basis
Basis For
Depreciation
Accumulated
Depreciation
Amount Of Description Method Life Depreciation
(D) - Asset disposed * ITC, Section 179, Salvage, HR 3090, Commercial Revitalization Deduction, GO Zone - NEXT YEAR STATE - SANTA YNEZ VALLEY ROTARY FOUNDATION 1(2)CANOPIES 070418200DB7.00 14,872. 14,872. 7,284. 2,168.
TOTAL FORM 199 DEPRECIATION 14,872. 14,872. 7,284. 2,168.
TOTALS FOR CALIFORNIA 14,872. 14,872. 7,284. 2,168.
1397
928941 12-04-19
Corporation/Organization name California corporation number Additional information. See instructions. FEIN
Street address (suite or room) PMB no.
City State ZIP code
Foreign country name Foreign province/state/county Foreign postal code Dissolved Surrendered (Withdrawn) Merged/Reorganized
Enter date: (mm/dd/yyyy)
Cash Accrual Other
990T 990PF Sch H ( 990)
Total gross receipts for filing requirement test. Add line 1 through line 3.
This line must be completed. If the result is less than $50,000, see General Information B Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
Title Date Telephone
Signature
of officer
Date PTIN Check if
self-employed Preparer's
signature
Firm's FEIN Firm's name
(or yours,
if selfemployed)
and address
Telephone
Yes No
A
B
C
D
E
F
G
H
I
J
K
L
M
N
O
P
Complete Part I unless not required to file this form. See General Information B and C. 1 2
3 4
5 6
7 8
9 10
11 12
13 14
15 16
17 1
2 3
Receipts
and
Revenues
4 5
6 7
8 9
10 Expenses
11 12
13 14
15 16
17 Filing Fee
Balance due.
Sign
Here
Paid
Preparer's
Use Only
Side 1
TAXABLE YEAR FORM
Calendar Year 2019 or fiscal year beginning (mm/dd/yyyy) , and ending (mm/dd/yyyy) .
First Return ~~~~~~~~~~~~~~~~~~~ Yes No If exempt under R&TC Section 23701d, has the organization Amended Return ~~~~~~~~~~~~~~~~ • Yes No engaged in political activities? See instructions. ~~~~ • Yes No IRC Section 4947(a)(1) trust ~~~~~~~~~~~~ Yes No Is the organization exempt under R&TC Section 23701g? If "Yes," enter the gross receipts from nonmember sources • Yes No
Final Information Return?
• If organization is a public charity exempt under R&TC Section 23701d and meets the filing fee exception, check box. No filing fee is required
•
Check accounting method: (1) (2) (3) ~~~~~~~~~~~~~ •
Federal return filed? (1) • (2) • (3) • Is the organization a Limited Liability Company? ~~~~ • Yes No (4) Other 990 series Did the organization file Form 100 or Form 109 to Is this a group filing? See instructions ~~~~~~~ • Yes No report taxable income? ~~~~~~~~~~~~~~~ • Yes No Is this organization in a group exemption
If "Yes," what is the parent's name?
~~~~~~ Yes No Is the organization under audit by the IRS or has the IRS audited in a prior year? ~~~~~~~~~~~~~ • Yes No
Is federal Form 1023/1024 pending?
Date filed with IRS
Yes No
Did the organization have any changes to its guidelines not reported to the FTB? See instructions • Yes No Gross sales or receipts from other sources. From Side 2, Part II, line 8 Gross dues and assessments from members and affiliates
Gross contributions, gifts, grants, and similar amounts received ~~~~~~~~~~~~~~~~ •
•
•
~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~
•
Cost of goods sold
Cost or other basis, and sales expenses of assets sold
Total costs. Add line 5 and line 6
•
•
~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Total gross income. Subtract line 7 from line 4 •
•
•
•
•
•
Total expenses and disbursements. From Side 2, Part II, line 18 ~~~~~~~~~~~~~~~~~~ Excess of receipts over expenses and disbursements. Subtract line 9 from line 8 Total payments ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Use tax. See General Information K ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Payments balance. If line 11 is more than line 12, subtract line 12 from line 11 Use tax balance. If line 12 is more than line 11, subtract line 11 from line 12 ~~~~~~~~~~~~
~~~~~~~~~~~~~ •
•
Filing fee $10 or $25. See General Information F~~~~~~~~~~~~~~~~~~~~~~~~~~~ Penalties and Interest. See General Information J ~~~~~~~~~~~~~~~~~~~~~~~~~~ Add line 12, line 15, and line 16. Then subtract line 11 from the result •
|
•
| |
•
|
•
May the FTB discuss this return with the preparer shown above? See instructions • Form 199 2019
$
~~~~~~~~
00 00
00 00
00 00
00 00
00 00
00 00
00 00
00 00
00 Part I
California Exempt Organization
2019 Annual Information Return 199
022 3651194
† †
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† † † † †
†
† † † †
† †
† †
† †
† †
j
†
† †
STMT 1
07/01/2019 06/30/2020
SANTA YNEZ VALLEY ROTARY FOUNDATION 1894710
77-0384501
PO BOX 121
SOLVANG CA 93464
X
X X
X X
X X
X
X
X X
X
X
X
X
82,662
63,876
146,538
146,538
69,689
76,849
N/A
PRESIDENT
P00080046
C&D LLP, CPAS & ADVISORS 77-0418724
690 ALAMO PINTADO RD
SOLVANG, CA 93463 805 688-5505
X
1398
928951 12-04-19
Paid-in or capital surplus. Attach reconciliation
Organizations with gross receipts of more than $50,000 and private foundations regardless of amount of gross receipts - complete Part II or furnish substitute information. 1 2
3 4
5 6
7 8
1 2
3 4
5 6
7 8
9 10
11 12
13 14
15 16
17 18
Receipts
from
Other
Sources
Total
9 10
11 12
13 14
15 16
17 Expenses
and
Disbursements
18 Total
Balance Sheet Beginning of taxable year End of taxable year Assets (a) (b) (c) (d)
1 2
3 4
5 6
7 8
9 10
11 12
13 a
b
Total assets
Liabilities and net worth
14 15
16 17
18 19
20 21
22 Total liabilities and net worth
Reconciliation of income per books with income per return 1 2
3 4
5 6
7 8
9 10
Side 2
Gross sales or receipts from all business activities. See instructions ~~~~~~~~~~~~~~~~~~~ Interest
Dividends
Gross rents
Gross royalties
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Gross amount received from sale of assets (See Instructions) Other income
gross sales or receipts from other sources. Add line 1 through line 7. Enter here and on Side 1, Part I, line 1 ~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Contributions, gifts, grants, and similar amounts paid
Disbursements to or for members
Compensation of officers, directors, and trustees
~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~
Other salaries and wages
Interest
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Taxes
Rents
Depreciation and depletion (See instructions)
Other Expenses and Disbursements
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
expenses and disbursements. Add line 9 through line 17. Enter here and on Side 1, Part I, line 9 Cash
Net accounts receivable
Net notes receivable
Inventories
~~~~~~~~~~~~~~~~
~~~~~~~~
~~~~~~~~~~
~~~~~~~~~~~~~~
Federal and state government obligations
Investments in other bonds
Investments in stock
~~~~~~
~~~~~~~~~
Mortgage loans ~~~~~~~~~~~
Other investments ~~~~~~~~~~
Depreciable assets
Less accumulated depreciation
~~~~~~~~~
~~~~ ( ) ( )
Land ~~~~~~~~~~~~~~~~
Other assets ~~~~~~~~~~~~~
~~~~~~~~~~~~~
Accounts payable
Contributions, gifts, or grants payable
Bonds and notes payable
~~~~~~~~~~~
~~
~~~~~~~
Mortgages payable
Other liabilities
Capital stock or principal fund
~~~~~~~~~~
~~~~~~~~~~~~
~~~~~
~
Retained earnings or income fund ~~~~
Do not complete this schedule if the amount on Schedule L, line 13, column (d), is less than $50,000.
Net income per books
Federal income tax
~~~~~~~~~~~~ Income recorded on books this year
~~~~~~~~~~~~~ not included in this return ~~~~~~~~
Excess of capital losses over capital gains
Income not recorded on books this year
~~~ Deductions in this return not charged
~~~~ against book income this year ~~~~~~~
Expenses recorded on books this year not
deducted in this return
Total. Add line 7 and line 8
Net income per return.
Subtract line 9 from line 6
~~~~~~~~
~~~~~~~~~~~
Total. Add line 1 through line 5
Form 199 2019
•
•
•
•
•
•
•
00 00
00 00
00 00
00 00
00 00
00 00
00 00
00 00
00 00
•
•
•
•
•
•
•
•
•
•
•
•
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Part II
Schedule L
Schedule M-1
022 3652194
STATEMENT 2
SEE STATEMENT 3
SEE STATEMENT 4
STMT 5
SANTA YNEZ VALLEY ROTARY FOUNDATION 77-0384501
72,912
69 9,681
82,662
8,124
0 3,035
58,530
69,689
334,465 349,454
14,872 14,872
14,872 7,284 7,588
334,465 357,042
334,465 411,314
334,465 411,314
76,849
76,849 76,849
1399
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ CA 199 CASH CONTRIBUTIONS STATEMENT 1
INCLUDED ON PART I, LINE 3
}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
DATE OF
CONTRIBUTOR'S NAME CONTRIBUTOR'S ADDRESS GIFT AMOUNT
}}}}}}}}}}}}}}}}}} }}}}}}}}}}}}}}}}}}}}} }}}}}}}} }}}}}}}}}}} CITY OF SOLVANG 431 SOLVANG STREET, SUITE 9
SOLVANG, CA 93463 10,000.
}}}}}}}}}}}
TOTAL INCLUDED ON LINE 3 10,000.
~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ CA 199 CASH CONTRIBUTIONS, GIFTS, GRANTS STATEMENT 2
AND SIMILAR AMOUNTS PAID
}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} ACTIVITY CLASSIFICATION: COMMUNITY SERVICE ACTIVITIES
DONEES NAME DONEES ADDRESS RELATIONSHIP AMOUNT
}}}}}}}}}}}} }}}}}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}
SYVUHS GRAD NIGHT 1745 MISSION DRIVE #A -
SOLVANG, CA 93463
NONE
2,000.
DONEES NAME DONEES ADDRESS RELATIONSHIP AMOUNT
}}}}}}}}}}}} }}}}}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}
SYV HISTORICAL
MUSEUM
2975 CA-246 - SANTA YNEZ, CA
93460
NONE
4,500.
TOTAL FOR THIS ACTIVITY 6,500.
ACTIVITY CLASSIFICATION: SCHOLARSHIPS
DONEES NAME DONEES ADDRESS RELATIONSHIP AMOUNT
}}}}}}}}}}}} }}}}}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}
SCHOLARSHIP - MIA
ANDERSEN
PO BOX 121 - SOLVANG, CA
93464
NONE
300.
TOTAL FOR THIS ACTIVITY 300.
SANTA YNEZ VALLEY ROTARY FOUNDATION 77-0384501
}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} }}}}}}}}}}
STATEMENT(S) 1, 2
1400
ACTIVITY CLASSIFICATION: VOCATIONAL/YOUTH ACTIVITIES
DONEES NAME DONEES ADDRESS RELATIONSHIP AMOUNT
}}}}}}}}}}}} }}}}}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}
BOY SCOUTS & CUB
SCOUTS
2975 CA-246 - SANTA YNEZ, CA
93460
NONE
1,324.
TOTAL FOR THIS ACTIVITY 1,324.
}}}}}}}}}}}
TOTAL INCLUDED ON FORM 199, PART II, LINE 9 8,124.
~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ CA 199 COMPENSATION OF OFFICERS, DIRECTORS AND TRUSTEES STATEMENT 3 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
TITLE AND
NAME AND ADDRESS AVERAGE HRS WORKED/WK COMPENSATION
}}}}}}}}}}}}}}}} }}}}}}}}}}}}}}}}}}}}} }}}}}}}}}}}}
JOE DUGAN PRESIDENT 0.
PO BOX 121 1.00
SOLVANG, CA 93464
RANDY JONES TREASURER 0.
PO BOX 121 1.00
SOLVANG, CA 93464
DAVID WYATT DIRECTOR 0.
PO BOX 121 1.00
SOLVANG, CA 93464
EMMA TORRES DIRECTOR 0.
PO BOX 121 1.00
SOLVANG, CA 93464
MICHELINE HUGHES SECRETARY 0.
PO BOX 121 1.00
SOLVANG, CA 93464
GARY SCHOEN DIRECTOR 0.
PO BOX 121 1.00
SOLVANG, CA 93464
RICHARD BARCA VICE-PRESIDENT 0.
PO BOX 121 1.00
SOLVANG, CA 93464
}}}}}}}}}}}}
TOTAL TO FORM 199, PART II, LINE 11 0.
~~~~~~~~~~~~
SANTA YNEZ VALLEY ROTARY FOUNDATION 77-0384501
}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} }}}}}}}}}}
STATEMENT(S) 2, 3
1401
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ CA 199 OTHER EXPENSES STATEMENT 4
}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
DESCRIPTION AMOUNT
}}}}}}}}}}} }}}}}}}}}}}}}}
INVESTMENT MANAGEMENT FEES 2,278.
0. 0.
BANK FEES & POSTAGE 100.
DIRECT EXPENSES FROM FUNDRAISING AND GAMING EVENTS 54,449.
PROFESSIONAL FEES AND OTHER PAYMENTS TO INDEPENDENT
CONTRACTORS 1,703.
}}}}}}}}}}}}}}
TOTAL TO FORM 199, PART II, LINE 17 58,530.
~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ CA SCHEDULE L DEPRECIABLE ASSETS STATEMENT 5
}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
COST OR ACCUMULATED END OF YEAR
DESCRIPTION OTHER BASIS DEPRECIATION BOOK VALUE
}}}}}}}}}}} }}}}}}}}}}}}}} }}}}}}}}}}}}}} }}}}}}}}}}}}}} (2)CANOPIES 14,872.
}}}}}}}}}}}}}}
14,872.
7,284.
}}}}}}}}}}}}}}
7,284.
7,588.
}}}}}}}}}}}}}}
TOTAL TO FORM 199, SCH L, LINE 10 7,588.
~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~
SANTA YNEZ VALLEY ROTARY FOUNDATION 77-0384501
}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} }}}}}}}}}}
STATEMENT(S) 4, 5
1402
(see instructions)
Additional
first year
depreciation
Depreciation
method
939281 11-26-19
Part I Election To Expense Certain Property Under IRC Section 179 1 2
3 4
5 6
7 8
9 10
11 12
13 1
2 3
4 5
8 9
10 11
12 (a) (b) (c)
smaller
7 13
Part II Depreciation and Election of Additional First Year Depreciation Deduction Under R&TC Section 24356 (a) (b) (c) (d) (e) (f) (g) (h)
14 15
15 Part III Summary
or
or
16 17
18 16
17 18
Part IV Amortization
(e) (a) (b) (c) (d) (f) (g)
19 20
21 22
20 21
22 TAXABLE YEAR CALIFORNIA FORM
Attach to Form 100 or Form 100W.
Corporation name California corporation number
Maximum deduction under IRC Section 179 for California ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Total cost of IRC Section 179 property placed in service ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Threshold cost of IRC Section 179 property before reduction in limitation ~~~~~~~~~~~~~~~~~~~~~~~~~~ Reduction in limitation. Subtract line 3 from line 2. If zero or less, enter -0- ~~~~~~~~~~~~~~~~~~~~~~~~~ Dollar limitation for taxable year. Subtract line 4 from line 1. If zero or less, enter -0- $25,000
$200,000
Description of property Cost (business use only) Elected cost Listed property (elected IRC Section 179 cost) ~~~~~~~~~~~~~~~~~~~~~~~~~ Total elected cost of IRC Section 179 property. Add amounts in column (c), line 6 and line 7 ~~~~~~~~~~~~~~~~~~ Tentative deduction. Enter the of line 5 or line 8 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Carryover of disallowed deduction from prior taxable years ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Business income limitation. Enter the smaller of business income (not less than zero) or line 5 ~~~~~~~~~~~~~~~~~ IRC Section 179 expense deduction. Add line 9 and line 10, but do not enter more than line 11 Carryover of disallowed deduction to 2020. Add line 9 and line 10, less line 12 Description of property Date acquired
(mm/dd/yyyy)
Cost or
other basis
Life or
rate
Depreciation
for this year
Depreciation allowed or
allowable in earlier years
Add the amounts in column (g) and column (h). The total of column (h) may not exceed $2,000.
See instructions for line 14, column (h) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Total: If the corporation is electing:
IRC Section 179 expense, add the amount on line 12 and line 15, column (g) Additional first year depreciation under R&TC Section 24356, add the amounts on line 15, columns (g) and (h) Depreciation (if no election is made), enter the amount from line 15, column (g) ~~~~~~~~~~~~~~~~~~~~~~~ Total depreciation claimed for federal purposes from federal Form 4562, line 22 ~~~~~~~~~~~~~~~~~~~~~~~ Depreciation adjustment. If line 17 is greater than line 16, enter the difference here and on Form 100 or Form 100W, Side 1, line 6.
If line 17 is less than line 16, enter the difference here and on Form 100 or Form 100W, Side 2, line 12. (If California depreciation amounts are used to determine net income before state adjustments on Form 100 or Form 100W, no adjustment is necessary.) R&TC
Section Description of property Date acquired
(mm/dd/yyyy)
Cost or
other basis
Amortization allowed or
allowable in earlier years
Period or
percentage
Amortization
for this year
Total. Add the amounts in column (g) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Total amortization claimed for federal purposes from federal Form 4562, line 44 ~~~~~~~~~~~~~~~~~~~~~~~ Amortization adjustment. If line 21 is greater than line 20, enter the difference here and on Form 100 or Form 100W, Side 1, line 6. If line 21 is less than line 20, enter the difference here and on Form 100 or Form 100W, Side 2, line 12 FTB 3885 2019
Corporation Depreciation 2019 and Amortization 3885
022 7621194
FORM 199 FEIN 77-0384501
SANTA YNEZ VALLEY ROTARY FOUNDATION 1894710
1 (2)CANOPIES
07/04/18 14,872 4,249200DB 7.00 3,035
3,035
3,035
3,035
1403
Exempt Organization name Identifying number
Signature of officer Date Title
Date Check if
also paid
preparer
Check
if selfemployed
ERO's PTIN ERO'ssignature
Firm's name (or yours
if self-employed)
and address
Firm's FEIN
ZIP code
Check
if selfemployed
Paid Paid preparer's PTIN
preparer's
signature
Date
Firm's name (or yours
if self-employed)
and address
Firm's FEIN
ZIP code
929021 11-08-19
If the processing of the exempt organization's return or refund is delayed, I authorize the FTB to disclose to the ERO or intermediate service provider the reason(s) for the delay. four four
Part I Electronic Return Information
1 2
3 1
2 3
Part II Settle Your Account Electronically for Taxable Year 2019 4 4a 4b
Part III Banking Information
5 6 7
Part IV Declaration of Officer
Part V Declaration of Electronic Return Originator (ERO) and Paid Preparer.
For Privacy Notice, get FTB 1131 ENG/SP.
I authorize the exempt organization's account to be settled as designated in Part II. If I check Part II, Box 4, I authorize an electronic funds withdrawal for the amount listed on line 4a.
Under penalties of perjury, I declare that I am an officer of the above exempt organization and that the information I provided to my electronic return originator (ERO), transmitter, or intermediate service provider and the amounts in Part I above agree with the amounts on the corresponding lines of the exempt organization's 2019 California electronic return. To the best of my knowledge and belief, the exempt organization's return is true, correct, and complete. If the exempt organization is filing a balance due return, I understand that if the Franchise Tax Board (FTB) does not receive full and timely payment of the exempt organization's fee liability, the exempt organization will remain liable for the fee liability and all applicable interest and penalties. I authorize the exempt organization return and accompanying schedules and statements be transmitted to the FTB by the ERO, transmitter, or intermediate service provider.
I declare that I have reviewed the above exempt organization's return and that the entries on form FTB 8453-EO are complete and correct to the best of my knowledge. (If I am only an intermediate service provider, I understand that I am not responsible for reviewing the exempt organization's return. I declare, however, that form FTB 8453-EO accurately reflects the data on the return.) I have obtained the organization officer's signature on form FTB 8453-EO before transmitting this return to the FTB; I have provided the organization officer with a copy of all forms and information that I will file with the FTB, and I have followed all other requirements described in FTB Pub. 1345, 2019 Handbook for Authorized e-file Providers. I will keep form FTB 8453-EO on file for years from the due date of the return or years from the date the exempt organization return is filed, whichever is later, and I will make a copy available to the FTB upon request. If I am also the paid preparer, under penalties of perjury, I declare that I have examined the above exempt organization's return and accompanying schedules and statements, and to the best of my knowledge and belief, they are true, correct, and complete. I make this declaration based on all information of which I have knowledge.
Under penalties of perjury, I declare that I have examined the above organization's return and accompanying schedules and statements, and to the best of my knowledge and belief, they are true, correct, and complete. I make this declaration based on all information of which I have knowledge. 022
Date Accepted
TAXABLE YEAR FORM
(whole dollars only)
Total gross receipts (Form 199, line 4)
Total gross income (Form 199, line 8)
Total expenses and disbursements (Form 199, line 9)
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Electronic funds withdrawal Amount Withdrawal date (mm/dd/yyyy) (Have you verified the exempt organization's banking information?) Routing number
Account number Type of account: Checking Savings
FTB 8453-EO 2019
DO NOT MAIL THIS FORM TO THE FTB
Sign
Here
ERO
Must
Sign
Paid
Preparer
Must
Sign
California e-file Return Authorization for
Exempt Organizations 2019 8453-EO
†
† †
† †
†
= =
=
=
=
=
SANTA YNEZ VALLEY ROTARY FOUNDATION 77-0384501
146,538
146,538
69,689
PRESIDENT
X P00080046
C&D LLP, CPAS & ADVISORS 77-0418724
690 ALAMO PINTADO RD
SOLVANG, CA 93463
11061028 758846 72445 2019.06020 SANTA YNEZ VALLEY ROTARY FO 72445__1 7 1404
STATE OF CALIFORNIA
RRF-1
(Rev. 09/2017)
DEPARTMENT OF JUSTICE
PAGE 1 of 5
(For Registry Use Only)
MAIL TO:
Registry of Charitable Trusts
P.O. Box 903447
Sacramento, CA 94203-4470
STREET ADDRESS:
1300 I Street
Sacramento, CA 95814
(916)210-6400
Failure to submit this report annually no later than four months and fifteen days after the end of the organization's accounting period may result in the loss of tax exemption and the assessment of a minimum tax of $800, plus interest, and/or fines or filing penalties. Revenue & Taxation Code section 23703; Government Code section 12586.1. IRS extensions will be honored.
WEBSITE ADDRESS: www.oag.ca.gov/charities
Name of Organization
List all DBAs and names the organization uses or has used Address (Number and Street)
City or Town, State, and ZIP Code
Telephone Number E-mail Address
Signature of Authorized Agent Printed Name Title Date
929291
01-22-20
Section 12586 and 12587, California Government Code
11 Cal. Code Regs. section 301-307, 311 and 312
Gross Annual Revenue Noncash Contributions Total Assets CT
ANNUAL REGISTRATION RENEWAL FEE SCHEDULE (11 Cal. Code Regs. sections 301-307, 311, and 312) Make Check Payable to Department of Justice
Gross Annual Revenue Fee Gross Annual Revenue Fee Gross Annual Revenue Fee Less than $25,000
Between $25,000 and $100,000
0 $25
Between $100,001 and $250,000
Between $250,001 and $1 million
$50
$75
Between $1,000,001 and $10 million
Between $10,000,001 and $50 million
Greater than $50 million
$150
$225
$300
PART A - ACTIVITIES
For your most recent full accounting period (beginning ending ) list:
$ $ $
Program Expenses $ Total Expenses $
PART B - STATEMENTS REGARDING ORGANIZATION DURING THE PERIOD OF THIS REPORT Note: All questions must be answered. If you answer "yes" to any of the questions below, you must attach a separate page providing an explanation and details for each "yes" response. Please review RRF-1 instructions for information required. Yes No I declare under penalty of perjury that I have examined this report, including accompanying documents, and to the best of my knowledge and belief, the content is true, correct and complete, and I am authorized to sign.
Check if:
Change of address
Amended report
State Charity Registration Number
Corporation or Organization No.
Federal Employer ID No.
1. During this reporting period, were there any contracts, loans, leases or other financial transactions between the organization and any officer, director or trustee thereof, either directly or with an entity in which any such officer, director or trustee had any financial interest?
2. During this reporting period, was there any theft, embezzlement, diversion or misuse of the organization's charitable property or funds?
3. During this reporting period, were any organization funds used to pay any penalty, fine or judgment?
4. During this reporting period, were the services of a commercial fundraiser, fundraising counsel for charitable purposes, or commercial coventurer used?
5. During this reporting period, did the organization receive any governmental funding?
6. During this reporting period, did the organization hold a raffle for charitable purposes?
7. Does the organization conduct a vehicle donation program?
8. Did the organization conduct an independent audit and prepare audited financial statements in accordance with generally accepted accounting principles for this reporting period?
9. At the end of this reporting period, did the organization hold restricted net assets, while reporting negative unrestricted net assets?
ANNUAL REGISTRATION RENEWAL FEE REPORT
TO ATTORNEY GENERAL OF CALIFORNIA
†
SANTA YNEZ VALLEY ROTARY FOUNDATION †
PO BOX 121 095584
SOLVANG, CA 93464 1894710
(805) 688-5505 77-0384501
07/01/2019 06/30/2020
92,089 0 349,454
0 77,100
X
X
X
X
X
X
X
X
X
PRESIDENT
1405
EXTENDED TO MAY 15, 2020
Short Form OMB No 1545-1150
Form 990-EZ Return of Organization Exempt From Income Tax 2018 Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations) 4 Do not enter social security numbers on this form as it may be made public.
Open to Public
Department of the Treasury
* Go to www.irs.gov/Form990EZ for instructions and the latest information. Inspection Internal Revenue Service
A Forthe 2018 calendaryear, ortax year beginning JUL 1, 2018 and ending JUN 30, 2019 B Check if
applicable C Name of organization D Employer identification number r-1
L_IAddress change
-- Name change SANTA YNEZ VALLEY ROTARY FOUNDATION
Initial return Number and street (or P.O. box, if mail is not delivered to street address) Room/suite JCZ ;ls/ PO BOX 121
Amen<jed return City or town, state or province, country, and ZIP or foreign postal code Application pending SOLVANG, CA 93464
G Accounting Method: Wl Cash Accrual Other (specify) *
1 Website: I N/A
J Tax-exempt status (check only one) - ® 501(c)(3)[3 501(c) C )Mcinsert no.) F--7 4947(a)(1) or -1 527 77-0384501
E Telephone number
(805) 688-5505
F Group Exemption
Number
H Check 4 if the organization is
not required to attach Schedule B
(Form 990,990-EZ, or 990-PF).
K Form of organization: il Corporation U Trust Association U Other L Add lines 5b, 6c, and 7b to line 9 to determine gross receipts. If gross receipts are $200,000 or more, or if total assets (Part Il, column (B)) are $500,000 or more, file Form 990 Instead of Form 990-EZ ,$ 191,140.
Part 1 Revenue, Expenses, and Changes in Net Assets or Fund Balances (see the instructions for Part I) Check if the organization used Schedule O to respond to any question in this Part I il 1 Contributions, gifts, grants, and similar amounts received 1 62,600. 2 Program service revenue including government fees and contracts 2 3 Membership dues and assessments 3
4 Investment Income SEE SCHEDULE O 4 10,458.
5a Gross amount from sale of assets other than inventory 5a| 57,307. b Less: cost or other basis and sales expenses |5b| 52,146. c Gain or (loss) from sale of assets other than inventory (Subtract line 5b from line 5a) 5c 5 , 161. 6 Gaming and fundraising events: RECENED
a Gross income from gaming (attach Schedule G if greater than Attorney General's Office $15,000) |6a|
$ b Gross income from fundraising events (not including $ 50,550. of contributions OCT 1 9 2020 from fundraising events reported on line 1) (attach Schedule G if the sum of such gross income and contributions exceeds $15,000) |6b| 60,775 c Less: direct expenses from gaming and fundraising events 16cl 32,699. egistry of Charitable Trusts d Net income or (loss) from gaming and fundraising events (add lines 6a and 6b and subtract line 6c) 6d 28,076. 7a Gross sales of inventory, less returns and allowances |7a| b Less: cost of goods sold 17bl
c Gross profit or (loss) from sales of inventory (Subtract line 7b from line 7a) 7c 8 Other revenue (describe in Schedule 0) 8
9 Total revenue. Add lines 1,2,3,4,5c, 6d, 7c, and 8 . 9 106,295. 10 Grants and similar amounts paid (list in Schedule 0) SEE SCHEDULE O 10 45,078. 11 Benefits paid to or for members 11
12 Salaries, other compensation, and employee benefits 12 g 3 Professional fees and other payments to independent contractors 13 # 14 Occupancy, rent, utilities, and maintenance SEE SCHEDULE O 14 14,872.
W 15 Printing, publcabons, postage, and shipping 15
16 0ther expenses (describe in Schedule 0) SEE SCHEDULE O 16 2,685. 17 Total expenses. Add lines 10 through 16 * 17 62,635. 0 18 Excess or (deficit) for the year (Subtractline 17 from line 9) 18 43 , 6 6 0 . * 19 Net assets or fund balances at beginning of year (from line 27, column (AD 4 Cmust agree with end-of-year figure reported on prior year's return) 19 290 , 805. 3 20 Other changes in net assets or fund balances (explain in Schedule 0) 20 0. 21 Net assets or fund balances at end of year. Combine lines 18 through 20 4 21 334,465.
LHA For Paperwork Reduction Act Notice, see the separate instructions. Form 990-EZ (2018) 832171 12-11-18
16080124 758846 72445 2018.05030 SANTA YNEZ VALLEY ROTARY FO 72445 1 1406
Form 990-EZ (2018) SANTA YNEZ VALLEY ROTARY FOUNDATION 77-0384501 Page 2 Part 11 Balance Sheets (see the instructions for Part 11) Check if the organization used Schedule O to respond to any question in this Part 11 . O (A) Beginning of year (B) End of year
22 Cash, savings, and investments 290,805. 22 334,465.
23 Land and buildings 23
24 Other assets (describe in Schedule 0) 24
25 Total assets 290,805. 25 334,465.
26 Total liabilities (describe in Schedule 0) 0. 26 0.
27 Net assets or fund balances Cline 27 of column (B) must agree with line 21) 290,805. 27 334,465.
Part Ill I Statement of Program Service Accomplishments (see the instructions for Part 111) Expenses Check if the organization used Schedule O to respond to any question in this Part 111 13E1 (Required for section 501(c)(3) and 501(c)(4)
What is the organization's primary exempt purpose?SEE SCHEDULE O organizations; optional for Describe the organization's program service accomplishments for each of Its three largest program services, as measured by expenses In a clear and concise others.)
manner, describe the services provided, the number of persons benefited, and other relevant information for each program title 28 SEE SCHEDULE O
(Grants $ 14,216. )If this amount includes foreign grants, check here . . . . . * U 28a 14,216. 29 SUPPPORT FOR AN ORGANIZATION THAT CARES FOR INDIVIDUALS
WITH ALZHEIMER'S AND DEMENTIA
(Grants $ 5,000. )If this amount includes foreign grants, check here.... . . , 30 SUPPORT FOR LOCAL CHARITY
(Grants $ 3,500. )Ifthisamount includes foreign grants, check here . 31 Other program services (describe in Schedule 0) SEE SCHEDULE.. Q.. (Grants $ 22,362. )If this amount includes foreign grants, check here . 32 Total program service expenses (add lines 28a through 31 a) Part IV List of Officers, Directors, Trustees, and Key Employees (list each one even if not compensated - 1 Check if the organization used Schedule O to respond to any question in this Part IV (b) Average hours (C) Reportable
(a) Name and title per week devoted to compensation (Forms W-2/1099-MISC)
position (if not paid, enter -0-)
JOE DUGAN
PRESIDENT 1.00 0.
RANDY JONES
TREASURER 1.00 0.
DAVID WYATT
DIRECTOR 1.00 0.
EMMA TORRES
DIRECTOR 1.00 0.
MICHELINE HUGHES
SECRETARY 1.00 0.
GARY SCHOEN
DIRECTOR 1.00 0.
RICHARD BARCA
VICE-PRESIDENT 1.00 0.
832172 12-11-18
71 29a 5,000.
U 30a 3,500.
U 318 22,362.
32 45,078.
Bee the instructions for Part IV)
. .. . . . El
(d) Health benefits, (e) Estimated
contributions to
employee benefit
amount of other
plans, and deferred compensation
compensation
0. 0.
0. 0.
0. 0.
0. 0.
0. 0.
0. 0.
0. 0.
Form 990-EZ (2018)
16080124 758846 72445 2018.05030 SANTA YNEZ VALLEY ROTARY FO 72445 1 1407
Form 990-EZ (2018) SANTA YNEZ VALLEY ROTARY FOUNDATION 77-0384501 Page 3 Part V Other Information (Note the Schedule A and personal benefit contract statement requirements in the instructions for Part V.) Check if the organization used Sch. O to respond to any question in this Part V 1-*1 Yes No
33 Did the organization engage in any significant activity not previously reported to the IRS? If "Yes," provide a detailed description of each activity in Schedule 0 33 X
34 Were any significant changes made to the organizing or governing documents? If "Yes," attach a conformed copy of the amended documents if they reflect a change to the organization's name. Otherwise, explain the change on Schedule 0 (see instructions) 34 X 35 a Did the organization have unrelated business gross income of $1,000 or more during the year from business activities (such as those reported on lines 2,6a, and 7a, among others)? 35a X
b If "Yes" to line 35a, has the organization filed a Form 990-T for the year? If "No," provide an explanation in Schedule 0 35b N/A c Was the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization subJect to section 6033(e) notice, reporting, and proxy tax requirements during the year? If "Yes," complete Schedule C, Part 111 35c X 36 Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during the year? If "Yes," complete applicable parts of Schedule N 36 X
37 a Enter amount of political expenditures, direct or indirect, as described in the instructions # |37a | 0. b Did the organization file Form 1120-POL for this year? 37b X 38 a Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were any such loans made in a prior year and still outstanding at the end of the tax year covered by this return? 38a X b If "Yes," complete Schedule L, Part 11 and enter the total amount involved 38b N/A 39 Section 501(c)(7) organizations. Enter:
a Initiation fees and capital contributions included on line 9 39a N/A b Gross receipts, included on line 9, for public use of club facilities 39b N/A 40a Section 501(c)(3) organizations. Enter amount of tax imposed on the organization during the year under:
section 4911 0 . ; section 4912 I 0. ; section 4955 4
b Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in any section 4958 excess benefit transaction during the year, or did it engage in an excess benefit transaction in a prior year that has not been reported on any of its prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I 40b X c Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Enter amount of tax imposed on organization managers or disqualifted persons during the year under sections 4912,4955, and 4958 * 0 d Section 5010*3),501(c)(4), and 501(c)(29) organizations. Enter amount of tax on line 40c reimbursed by the organization I O .
e All organizations. At any time during the tax year, was the organization a party to a prohibited tax shelter transaction? If "Yes," complete Form 8886-T 40e X
41 List the states with which a copy of this return is filled 4 CA 42 a The organization's books are in care of I JEFFREY LITTLE Telephone no. *805-686-5766 Located at 41603 COPENHAGEN DRIVE, STE 5, SOLVANG, CA ZIP+4 493463 b At any time during the calendar year, did the organization have an interest in or a signature or other authority over a financial account in a foreign country (such as a bank account, securities account, or other financial Yes No account)? 42b X
If "Yes," enter the name of the foreign country: #
See the instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). c At any time during the calendar year, did the organization maintain an office outside the United States? 42c X If "Yes," enter the name of the foreign country: I
43 Section 4947(a)(1) nonexempt charitable trusts filing Form 990-EZ in lieu of Form 1041 - Check here ./3 and enter the amount of tax-exempt interest received or accrued during the tax year ,| 43 | N/A Yes No
44a Did the organization maintain any donor advised funds during the year? If "Yes," Form 990 must be completed instead of Form 990-EZ 44a X
b Did the organization operate one or more hospital facilities during the year? If "Yes," Form 990 must be completed instead of Form 990-EZ 44b X
c Did the organization receive any payments for indoor tanning services during the year? 44c X d If "Yes" to line 440, has the organization filed a Form 720 to report these payments? If "No," provide an explanation in Schedule 0 44d
45a Did the organization have a controlled entity within the meaning of section 512(b)(13)? 45a X b Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," Form 990 and Schedule R may need to be completed instead of Form 990-EZ. See instructions 45b Form 990-EZ (2018)
832173 12-11-18
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Form 990-EZ (2018) SANTA YNEZ VALLEY ROTARY FOUNDATION 77-0384501 Page 4 Yes No
46 Did the organization engage, directly or indirectly, in political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part 1 46 X
Part VI I Section 501(c)(3) Organizations Only
All section 501 (c)(3) organgations must answer questions 47-49b and 52, and complete the tables for lines 50 and 51.
Check if the organization used Schedule Oto respond to any question in this Part VI Yes No
47 Did the organization engage in lobbying activities or have a section 501(h) election in effect during the tax year? lf "Yes," complete Sch. C, Pan 11 47 X 48 Is the organization a school as described in section 170(b)(1)(A)(li)? If "Yes,"complete Schedule E 48 X 49a Did the organization make any transfers to an exempt non-charitable related organization? 49a X b If "Yes," was the related organization a section 527 organization? 49b 50 Complete this table for the organization's five highest compensated employees (other than officers, directors, trustees, and key employees) who each received more than $100,000 of compensation from the organization. If there is none, enter "None." (a) Name and title of each employee (b) Average hours (C) Reportable (d) Health benefits, (e) Estimated per week devoted to compensation Forms
contributions to
W-2/1099-MISC) ernployee benefit amount of other
NONE
position plans, and deferred compensation
compensation
f Total number of other employees paid over $100,000 4
51 Complete this table for the organization's five highest compensated independent contractors who each received more than $100,000 of compensation from the organization. If there is none, enter "None." NONE
(a) Name and business address of each independent contractor (b) Type of service (c) Compensation d Total number of other independent contractors each receiving over $100,000 I 52 Did the organization complete Schedule A? Note: All section 501(c)(3) organizations must attach a completed Schedule A I ® Yes U No
Under penalties of perjury, 1 declare tha rn, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration ficer) is based on all information of which preparer has any knowledge.
Sign
Here
t I have examined thisalu
of prep f
4[ESIDENT
7 Signature of offr
JOE D4GAN> Type or print narn*rtle
Date
Print/Type preparer's name Preparer's signature Date
Paid
Preparer STEPHEN B. PALMER
Firm's name I CID LLP, CPAS & ADVISORS Use Only
Firm's address *690 ALAMO P INTADO RD
SOLVANG, CA 93463
May the IRS discuss this return with the preparer shown above? See instructions Check n if PTIN
self- employed
P00080046
Firm'sEIN • 77-0418724
Phone no. 805 688-5505
I il Yes O No
Form 990-EZ (2018)
832174 12-11-18
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SCHEDULE A OMB No 1545-0047
Public Charity Status and Public Support
(Form 990 or 990-EZ)
Complete if the organization is a section 501(c)(3) organization or a section 2018 4947(a)(1) nonexempt charitable trust.
Department of the Treasury * Attach to Form 990 or Form 990-EZ. Open to Public Internal Revenue Service Inspection 4 Go to www.irs.gov/Form990 for instructions and the latest information.
Name of the organization Employer identification number SANTA YNEZ VALLEY ROTARY FOUNDATION 77-0384501
Part I Reason for Public Charity StatUS (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is. (For lines 1 through 12, check only one box.) 1 A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i). 2 A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ).) 3 A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii). 4 E-1 A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(ili). Enter the hospital's name, city, and state:
5 F-1 An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part I l.)
6 A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v). 7 An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part Il.)
8 E-1 A community trust descnbed in section 170(b)(1)(A)(vi). (Complete Part lE) 9 An agricultural research organization described in section 170(b)(1)(A)(ix) operated In conjunction with a land-grant college or university or a non-land-grant college of agriculture (see instructions). Enter the name, city, and state of the college or university:
10 Dfl An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions - subject to certain exceptions, and (2) no more than 331/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30,1975.
See section 509(a)(2). (Complete Part 111.)
11 An organization organized and operated exclusively to test for public safety. See section 509(a)(4). 12 El An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 129. a El Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B. b Type 11. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C. c 2 Type 111 functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E. d U Type Ill non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V. e Check this box if the organization received a written determination from the IRS that it is a Type 1, Type 11, Type Ill functionally integrated, or Type 111 non-functionally integrated supporting organization. f Enter the number of supported organizations .... .. . .. ... ... .. . .. . .. g Provide the following information about the supported organization(s) (i) Name of supported (ii) El N (iii) Type of organization (iv) Is the organization listed in yourgoverning document?
(v) Amount of monetary (vi) Amount of other
organization (described on lines 1 -10
above (see instructions)) Yes No support (see instructions) support (see instructions) Total
LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. 832021 10-11-18 Schedule A (Form 990 or 990-EZ) 2018 16080124 758846 72445 2018.05030 SANTA YNEZ VALLEY ROTARY FO 72445 1 1410
Schedule A (Form 990 or 990-EZ) 2018 SANTA YNEZ VALLEY ROTARY FOUNDATION 77-0384501 Page 2 Part 11 1 Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only If you checked the box on line 5,7, or 8 of Part I or if the organization failed to qualify under Part 111. If the orgarigation fails to qualify under the tests listed below, please complete Part 111.) Section A. Public Support
Calendaryear(or fiscal year beginning in) I (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total 1 Gifts, grants, contributions, and
membership fees received. (Do not
include any "unusual grants.")
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf
3 The value of services or facilities
furnished by a governmental unit to
the organization without charge
4 Total. Add lines 1 through 3
5 The portion of total contributions
by each person (other than a
governmental unit or publicly
supported organization) included
on line 1 that exceeds 2% of the
amount shown on line 11,
column (f)
6 Public support. Subtract line 5 from line 4
Section B. Total Support
Calendaryear(or fiscal year beginning in) I (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total 7 Amounts from line 4
8 Gross income from interest,
dividends, payments received on
securities loans, rents, royalties,
and income from similar sources
9 Net income from unrelated business
activities, whether or not the
business is regularly carried on
10 Other income. Do not include gain
or loss from the sale of capital
assets (Explain in Part VI.)
11 Total support. Add lines 7 through 10
12 Gross receipts from related activities, etc. (see instructions) .... 12 13 First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here . .. .... .- . . .. ........
Section C. Computation of Public Support Percentage
14 Public support percentage for 2018 (line 6, column (f) divided by hne 11, column 0) .. . 14 56 15 Public support percentage from 2017 Schedule A, Part Il, line 14 .... 15 % 16a 33 1/3% support test - 2018. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, checkthis box and stop here. The organization qualifies as a publicly supported organization....................... . * b 33 1/3% support test - 2017. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization , ..... ..... . .. ... ... .. _ 17a 10% -facts-and-circumstances test - 2018. If the organization did not check a box on line 13,16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies asa publicly supported organization .. .. ... .. .. b 10% -facts-and-circumstances test - 2017. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain In Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies asa publicly supported organization ... 2 18 Private foundation. If the organization did not check a box on line 13, 16a, 16b, 178, or 17b, check this box and see instructions . .0 Schedule A (Form 990 or 990-EZ) 2018
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Schedule A (Form 990 or 990-EZ) 2018 SANTA YNEZ VALLEY ROTARY FOUNDATI ON 77-0384501 page 3 Part 111 Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part Il. If the organization fails to qualify under the tests listed below, please complete Part 11.) Section A. Public Support
Calendaryear(or fiscal year beginning in) * (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total 1 Gifts, grants, contributions, and
membership fees received. (Do not
include any "unusual grants.") 28,269. 42,705. 56,525. 52,400. 60,483. 240,382. 2 Gross receipts from admissions,
merchandise sold or services performed, or facilities furnished in any activity that is related to the
organization's tax-exempt purpose 49,129. 55,209. 57,355. 52, 356. 60,775. 274,824. 3 Gross receipts from activities that
are not an unrelated trade or business under section 513 4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf
5 The value of services or facilities
furnished by a governmental unit to
the organization without charge ...
6 Total. Add lines 1 through 5 77
7a Amounts included on lines 1,2, and
3 received from disqualifted persons 4
b Amounts included on lines 2 and 3 received
398. 97
400. 1
,914. 113,880. 104,756. 121,258. 515,
,600. 1,700. 1,925. 2,100. 11,
206.
725.
from other than disqualified persons that
exceed the greater of $5,000 or 1% of the
amount on line 13 for the year
c Add lines 7a and 7b . ....
8 Public support. (Subtractline 7ctrom line 6 )
Section B. Total Support
Calendaryear(or fiscal year beginning in) *
9 Amounts from line 6
10a Gross income from interest,
dividends, payments received on
securities loans, rents, royalties,
and income from similar sources
5,000. 3,000. 5,000. 5,000. 18,000.
4,400. 6,600. 4,700. 6,925. 7,100. 29,725.
485,481.
(a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
77,398. 97,914. 113,880. 104,756. 121,258. 515,206.
10,600. 10,042. 8,412. 11,459. 15,619. 56,132.
b Unrelated business taxable income
(less section 511 taxes) from businesses
acquired after June 30,1975
c Add lines 108 and 10b 10,600. 10,042. 8,412. 11,459. 15 11 Net income from unrelated business
619. 56,132.
activities not included in line 10b,
whether or not the business is
regularly carried on
12 Other income. Do not include gain
or loss from the sale of capital
assets (Explain in Part VI.)
13 Total SUppOrt. (Add knes 9,10c, 11, and 12 ) 87,998. 107,956. 122,292. 116,215. 136,877. 571,338. 14 First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501 (c)(3) organization, check this box and stop here .
Section C. Computation of Public Support Percentage
15 Public support percentage for 2018 Cline 8, column (f), dlvided by hne 13, column (0) 15 84.97% 16 Public support percentage from 2017 Schedule A, Part Ill, line 15 ............. .. . . 16 84 . 51 % Section D. Computation of Investment Income Percentage
17 Investment income percentage for 2018 (line 1 Oc, column (f), d ivided by line 13, column (0) . 17 9 .82 % 18 Investment income percentage from 2017 Schedule A, Part Ill, line 17 18 9.07% 19a 33 1/3% support tests - 2018. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization . ..., 00 b 33 1/3% support tests - 2017. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3%, and line 18 is not more than 33 1/3%, check this box andstop here. The organization qualifies as a publicly supported organization .. .. .El 20 Private foundation. If the organization did not check a box on line 14,19a, or 194 check this box and see instructions . .. ....- 832023 10-11-18 Schedule A (Form 990 or 990-EZ) 2018
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Schedule A (Form 990 or 990-EZ) 2018 SANTA YNEZ VALLEY ROTARY FOUNDATION 77-0384501 Page 4 Part IV Supporting Organizations
(Complete only if you checked a box in line 12 on Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.) Section A. All Supporting Organizations
Yes No
1 Are all of the organization's supported organizations listed by name in the organization's governing documents? /f "No, " describe in Parnli how the supported organizations are designated. If designated by class or purpose, describe the designation. If historic and continuing relationship, explain. 1 2 Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? /f "Yes," explain in Parnli how the organization determined that the supported organization was described in section 509(a)(1) or (2). 2 3a Did theorganization haveasupported organizationdescribed insection 501(c)(4), (5),or (6)?/f "Yes," answer (b) and (c) below. 3a
b Did the organization confirm that each supported organization qualified under section 501 (c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? /f "Yes, " describe in Part1\ when and how the organization made the determination. Sh
c Did the organization ensure that all support to such organizations was used exclusively for section 1 70(c)(2)(B) purposes'? If "Yes/' explain In Part Vi what controls the organization put in place to ensure such use. 3c 4a Was any supported organization not organized in the United States ("foreign supported organization")? /f "Yes," and if you checked 12a or 12b in Part 1, answer (b) and (c) below. 4a b Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? /f "Yes, " describe in Parnli how the organization had such control and discretion despde being controlled or supervised by or In connection with its supported organizations. 4b c Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? /f "Yes, " explain In Parnli what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes. 4c
5a Did the organization add, substitute, or remove any supported organizations during the tax year? /f "Yes, " answer (b) and (c) below Of applicable). Also, provide detail in Parnl\,Including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (m) the authority under the organization's organizing document authorizing such action, and (Iv) how the action was accomplished (such as by amendment to the organizing document). 5a b Type I or Type 11 only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document? 5b c Substitutions only. Was the substitution the result of an event beyond the organization's control? 5c 6 Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (Ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization's supported organizations? /f "Yes, " Part VI. 6
provide detail in
7 Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (as defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contnbutor? /f " yes, " comp/ete Part / of Schedule L (Form 990 or 990-EZ). 7 8 Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If "Yes," complete Part I of Schedule L Form 990 or 990424 8 9a Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described b Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which in section 509(a)(1 ) or (2))? /f "Yes, " provide detail in PartVI. 9a the supporting organization had an interest? /f "Yes, " provide detail in Part VI. 9b c Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? /f "Yes," provide detail in Part VI. 9C 10a Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type 11 supporting organizations, and all Type 111 non-functionally integrated supporting organizations)? /f "Yes, " answer 1 Ob below. 10a b Did the organzaton have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings.) 10b 832024 10-11-18 Schedule A (Form 990 or 990-EZ) 2018
16080124 758846 72445 2018.05030 SANTA YNEZ VALLEY ROTARY FO 72445 1 1413
Schedule A (Form 990 or 990-EZ) 2018 SANTA YNEZ VALLEY ROTARY FOUNDATION 77-0384501 Page 5 Part IV Supporting Organizations (continued)
Yes No
11 Has the organization accepted a gift or contribution from any of the following persons? a A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization? 1 la b A family member of a person described in (a) above? 1lb c A 35% controlled entity of a person described in (a) or (b) above?/f " Yes" to a, b, or c, provide detail in Part VI. llc Section B. Type I Supporting Organizations
Yes NO
1 Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization's directors or trustees at all times during the tax yea¢? If "No," describe in Parnll how the supported organization(s) effectively operated, supervised, or controlled the organizationts activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year. 1 2 Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? /f "Yes, " explain in Par'An how providing such benefit earned out the purposes of the supported organization(s) that operated, supervised, or controlled the supporting organization. 2 Section C. Type 11 Supporting Organizations
Yes No
1 Were a majority of the organtzation's directors or trustees during the tax year also a majority of the directors or trustees of each of the organization's supported organization(s)? /f "No, " describe in Parnn how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s). 1
Section D. All Type 111 Supporting Organizations
Yes No
1 Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization's tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (11) copies of the organization's governing documents in effect on the date of notification, to the extent not previously provided? 1 2 Were any of the organization's officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (Ii) serving on the governing body of a supported organization? /f "No, " explain in Part how the organization maintained a close and continuous working relationship with the supported organization(sh 2 3 By reason of the relationship described in (2), did the organization's supported organizations have a significant voice in the organization's investment policies and in directing the use of the organization's income or assets at all times during the tax year? /f "Yes, " describe in Parnti the role the organization's supported organizations played in this regard. 3
Section E. Type 111 Functionally Integrated Supporting Organizations 1 Check the box next to the method that the organization used to satisfy the Integral Part Test during the yeatsee instructions). a The organization satisfied the Activities Test. Complete line 2 below. b The organization is the parent of each of its supported organizations. Complete line 3 below. c El The organization supported a governmental entity. Describe in Parnli how you supported a government entity (see instructions) 2 Activities Test. Answer (a) and (b) below. Yes NO
a Did substantially all of the organization's activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? /f "yes, " then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities. 2a b Did the activities described in (a) constitute activities that, but for the organization's involvement, one or more of the organization's supported organization(s) would have been engaged in? /f "Yes, " explain In Part Vt the reasons for the organization's position that its supported organization(s) would have engaged ill these activities but for the organization's involvement. 2b
3 Parent of Supported Organizations. Answer (a) and (b) below. a Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in PartVI. 3a b Did the organization exercise a substantial degree of direction over the policies, programs, and activities of each of its supported organizations? /f "Yes, " describe in Part the role played by the organization in this regard. 3b 832025 10-11-18 Schedule A (Form 990 or 990-EZ) 2018
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Schedule A (Form 990 or 990-EZ) 2018 SANTA YNEZ VALLEY ROTARY FOUNDATION 77-0384501 Page 6 Part V Typelll Non-Functionally Integrated 509(a)(3) Supporting Organizations 1 n Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20,1970 (explain in Part VI ) See instructions. All other Type 111 non-functionally integrated supporting organizations must complete Sections A through E.
Section A - Adjusted Net Income (A) Prior Year
(B) Current Year
(optional)
1 Net short-term capital gain 1
2 Recoveries of prior-year distributions 2
3 Other gross income (see instructions) 3
4 Add lines 1 through 3 4
5 Depreciation and depiction 5
6 Portion of operating expenses paid or incurred for production or collection of gross Income or for management, conservation, or maintenance of property held for production of income (see instructions) 6 7 Other expenses (see instructions) 7
8 Adjusted Net Income (subtract lines 5,6, and 7 from line 4) 8 Section B - Minimum Asset Amount (A) Prior Year
(ED Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):
a Average monthly value of securities la
b Average monthly cash balances lb
c Fair market value of other non-exempt-use assets le
d Total (add lines la, lb, and 14 1d
e Discount claimed for blockage or other
factors (explain in detail in Part VI).
2 Acquisition Indebtedness applicable to non-exempt-use assets 2 3 Subtract line 2 from line ld 3
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions) 4
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5 6 Multiply line 5 by .035 6
7 Recoveries of prior-year distributions 7
8 Minimum Asset Amount (add line 7 to line 6) 8
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1 2 Enter 85% of line 1 2
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3 4 Enter greater of line 2 or line 3 4
5 Income tax imposed in prior year 5
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6
7 Check here if the current year is the organization's first as a non-functionally integrated Type 111 supporting organization (see instructions).
Schedule A (Form 990 or 990-EZ) 2018
832026 10-11-18
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Schedule A (Form 990 or 990-EZ) 2018 SANTA YNEZ VALLEY ROTARY FOUNDATION 77-0384501 Page 7 Part V Type Ill Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued) Section D - Distributions
1 Amounts paid to supported organizations to accomplish exempt purposes 2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 4 Amounts paid to acquire exempt-use assets
5 Qualified set-aside amounts (prior IRS approval required) 6 Other distributions (descnbe In Part VI). See instructions. 7 Total annual distributions. Add lines 1 through 6.
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions.
9 Distributable amount for 2018 from Section C, line 6
10 Line 8 amount divided by line 9 amount
Current Year
0) (ii) (in)
Underdistributions Distributable
Section E - Distribution Allocations (see instructions) Excess Distributions Pre-2018 Amount for 2018
1 Distributable amount for 2018 from Section C, line 6
2 Underdistnbutions, if any, for years prior to 2018 (reasonable cause required- explain in Part VI). See instructions. 3 Excess distributions carryover, if any, to 2018
a From 2013
b From 2014
c Frorn 2015
d From 2016
e From 2017
f Total of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2018 distributable amount
i Carryover from 2013 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.
4 Distributions for 2018 from Section D,
line 7: $
a Applied to underdistributions of prior years
b Applied to 2018 distributable amount
c Remainder. Subtract lines 4a and 4b from 4.
5 Remaining underdistributions for years prior to 2018, if any. Subtract lines 3g and 4a from line 2. For result greater than zero, explain In Part VI. See Instructions.
6 Remaining underdistributions for 2018. Subtract lines 3h and 4b from line 1. For result greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2019. Add lines 3j
and 4c.
8 Breakdown of line 7:
a Excess from 2014
b Excess from 2015
c Excess from 2016
d Excess from 2017
e Excess from 2018
Schedule A (Form 990 or 990-EZ) 2018
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Schedule A (Form 990 or 990-EZ) 2018 SANTA YNEZ VALLEY ROTARY FOUNDATION 77-0384501 Page 8 Part V| Supplemental Information. Provide the explanations required by Part Il, line 10, Part ll, line 17a or 17b, Part Ill, line 12, Part IV, Section A, lines 1,2,34 3c, 44 4c, 5a, 6,9a, 9b, 9(,11 a, 11 b, and 11 c; Part IV, Section B, hnes 1 and 2; Part IV, Secton C, line 1, Part IV, Section D, lines 2 and 3, Part IV, Section E, lines lc, 2a, 24 3a, and 3b; Part V, line 1 ; Part V, Section B, line le, Part V, Section D, lines 5,6, and 8; and Part V, Section E, lines 2,5, and 6 Also complete ths part for any additional informaton. (See instructions.)
832028 10-11-18 Schedule A (Form 990 or 990-EZ) 2018
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SCHEDULE G Supplemental Information Regarding Fundraising or Gaming Activities OMB No 1545-0047 (Form 990 or 990-EZ) Complete if the organization answered "Yes" on Form 990, Part IV, line 17,18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. 2018 Attach to Form 990 or Form 990-EZ.
Department of the Treasury
Open to Public
Internal Revenue Service * Go to www.irs.gov/Form990 for instructions and the latest information. Inspection Name of the organization Employer identification number SANTA YNEZ VALLEY ROTARY FOUNDATION 77-0384501
Part I Fundraising Activities. Complete if the organization answered "Yes" on Form 990, Part IV, line 17. Form 990-EZ filers are not required to complete this part.
1 Indicate whether the organization raised funds through any of the following activities. Check all that apply. a E-1 Mall solicitations e Solicitation of non-government grants b F| Internet and email solicitations f El Solicitation of government grants c Phone solicitations g E-1 Special fundraising events
d El In-person solicitations
2 a Did the organization have a written or oral agreement with any individual (including officers, directors, trustees, or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services? U Yes CE] No b If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is to be compensated at least $5,000 by the organization.
(i) Name and address of individual
or entity (fundraiser)
(iii) Did
fundraiser
(ii) Activity have custody
or control of
contributions')
(v) Amount pad
(iv) Gross receipts to (or retained by)
from activity fundraiser
listed in col. (i)
(vi) Amount paid
to (or retained by)
organization
Yes NO
Total . .. . ... .. . .. . ..
3 List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule G (Form 990 or 990-EZ) 2018 832081 10-03-18
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Schedule G (Form 990 or 990-EZ) 2018 SANTA YNEZ VALLEY ROTARY FOUNDATION 77-0384501 Paqe 2 Part 11 Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000. (a) Event #1 (b) Event #2 (c) Other events
(d) Total events
4TH OF JULY NONE
(add col. (a) through
FIREWORKS EV col. (C))
(event type) (event type) (total number)
1 Gross receipts 111,325. 111,325.
2 Less: Contributions .. 50,550. 50,550.
3 Gross income (line 1 minus line 2) 60,775. 60,775.
4 Cash prizes....
5 Noncash prizes ...
6 Rent/facility costs 5,464. 5,464.
7 Food and beverages 973. 973.
8 Entertainment 17,892. 17,892.
9 Other direct expenses 8,370. 8,370.
10 Direct expense summary. Add lines 4 through 9in column (d) .. . . 4 32,699. 11 Net income summary. Subtract line 10 from line 3, column (d) ... .. .... ......... 28,0 76 .
Part Ill Gaming. Complete If the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
(a) Bingo
(b) Pull tabs/instant
bingo/progressive bingo
(c) Other gaming
(d) Total gaming (add
col. (a) through col (c))
1 Gross revenue...... .
2 Cash prizes
3 Noncash prizes
4 Rent/facility costs
5 Other direct expenses .
U Yes % U Yes % E-1 Yes %
6 Volunteer labor . .. U No No D No
7 Direct expense summary. Add lines 2 through 5 in column (d) . , 8 Net gaming income summary. Subtract line 7 from line 1, column (d) , 9 Enter the state(s) in which the organization conducts gaining activities. a Is the organization licensed to conduct gaming activities in each of these states? . Yes 2 No b If "No," explain:
1Oa Were any of the organization's gaming licenses revoked, suspended, or terminated during the tax year? . . . Yes U No b If "Yes," explain:
832082 10-03-18 Schedule G (Form 990 or 990-EZ) 2018
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Schedule G (Form 990 or 990-EZ) 2018 SANTA YNEZ VALLEY ROTARY FOUNDATION 77-0384501 Paqe 3 11 Does the organization conduct gaming activities with nonmembers? . U Yes J No 12 Is the organization a grantor, beneficiary or trustee of a trust, or a member of a partnership or other entity formed to administer charitable gaming? . . . El Yes El No
13 Indicate the percentage of gaming activity conducted in:
a The orgamzation's facmty . . . . . . . | 13a | 96
b An outside facility . . . ... .. .. .. . . . . . .. . | 130 | % 14 Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name 4
Address )•
15a Does the organization have a contract with a third party from whom the organization receives gaming revenue? . .. . 1 Yes El No b If "Yes," enter the amount of gaming revenue received by the organization * $ and the amount of gaming revenue retained by the third party $ $
c If "Yes," enter name and address of the third party:
Name I
Address
16 Gaming manager information:
Name I
Gaming manager compensation $
Description of services provided
El Director/officer Employee El Independent contractor
17 Mandatory distributions:
a Is the organization required under state law to make charitable distributions from the gaming proceeds to retain the state gaming license? .. 1 Yes U No
b Enter the amount of distributions required under state law to be distributed to other exempt organizations or spent in the organization's own exempt activities during the tax year $ $ Part IV Supplemental Information. Provide the explanations required by Part I, line 2b, columns (m) and (v); and Part Ill, lines 9,94 104 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions. 832083 10-03-18 Schedule G (Form 990 or 990-EZ) 2018
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Schedule G (Form 990 or 990-EZ) SANTA YNEZ VALLEY ROTARY FOUNDATION 77-0384501 Page 4 Part IV Supplemental Information (continued)
Schedule G (Form 990 or 990-EZ)
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SCHEDULE 0
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Name of the organization
OMB No 1545-0047
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on 2018 Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ. Open to Public
Go to www.irs.qov/Form990 for the latest information. Inspection Employer identification number
SANTA YNEZ VALLEY ROTARY FOUNDATION 77-0384501
FORM 990-EZ, PART I, LINE 4, OTHER INVESTMENT INCOME:
DESCRIPTION OF PROPERTY: AMOUNT:
INTEREST 87.
DIVIDEND 4,875.
ST CG DISTRIBUTIONS 185.
LT CG DISTRIBUTIONS 5,311.
TOTAL INCLUDED ON FORM 990-EZ, LINE 4 10,458.
FORM 990-EZ, PART I, LINE 10, GRANTS AND SIMILAR AMOUNTS PAID:
ACTIVITY CLASSIFICATION: LOCAL CHARITY GRANTS
GRANTEE NAME: THERAPEUTIC RIDING
GRANTEE ADDRESS: PO BOX 256 SOLVANG, CA 93464
PROPERTY DESCRIPTION: CASH
DATE OF GIFT: 03/13/19
AMOUNT GIVEN: 1,000.
ACTIVITY CLASSIFICATION: LOCAL CHARITY GRANTS
GRANTEE NAME: SOLVANG THEATERFEST
GRANTEE ADDRESS: PO BOX 917 SOLVANG, CA 93464
PROPERTY DESCRIPTION: CASH
DATE OF GIFT: 03/13/19
AMOUNT GIVEN: 1,750.
ACTIVITY CLASSIFICATION: LOCAL CHARITY GRANTS
GRANTEE NAME: BUELLTON SENIOR CENTER
LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule O (Form 990 or 990-EZ) (2018) 832211 10-10-18
16080124 758846 72445 2018.05030 SANTA YNEZ VALLEY ROTARY FO 72445 1 1422
Schedule O (Form 990 or 990-EZ) (2018)
Name of the organization