FORM 1023-EZ for SANTA LUCIA ROTARY FOUNDATION

Field Data
EIN 47-1615721
Case Number EO-2018061-000147
Form 1023-EZ version 12018
Eligibility Worksheet 1
Organization Name SANTA LUCIA ROTARY FOUNDATION
Organization’s Mailing Address C/O 18275 MEADOW SONG WAY
City SALINAS
State CA
ZIP 93908
Accounting period End 12
Primary contact name BRET SCHOLL
Primary contact phone [Hidden]
Primary contact phone extension [Hidden]
Primary contact fax [Hidden]
User fee submitted $275.00
Officer/Director/Trustee One

CLIFFORD GREENBERG
DIRECTOR
C/O 18275 MEADOW SONG WAY
SALINAS CA 93908

Officer/Director/Trustee Two

KEVIN MCWILLIAMS
DIRECTOR
C/O 18275 MEADOW SONG WAY
SALINAS CA 93908

Officer/Director/Trustee Three

BRET SCHOLL
DIRECTOR
C/O 18275 MEADOW SONG WAY
SALINAS CA 93908

Officer/Director/Trustee Four

ROBERT MINA
DIRECTOR
C/O 18275 MEADOW SONG WAY
SALINAS CA 93908

Officer/Director/Trustee Five

BRYAN MANSOUR
DIRECTOR
C/O 18275 MEADOW SONG WAY
SALINAS CA 93908

Organization’s website
Organization’s email
Organization Incorporated Yes
Organization trust No
Necessary Organizing Documents Yes
Organization Incorporation Date 8/7/17
Organization Incorporation State CA
Contains Limitation Yes
Does not expressly empower Yes
Contains dissolution Yes
National Taxonomy of Exempt Entities (NTEE) code S99 - Community Improvement, Capacity Building N.E.C.
Organization’s purpose Charitable: Yes
Religious: No
Educational: No
Scientific: No
Literary: No
Public Safety: No
Amateur Sports: No
Cruelty Prevention: No
Qualify For Exemption No
Legislation influence No
Compensation of Officer director trustee No
Donation of funds No
Conducting Activities Outside of United States No
Financial transactions with officers No
Unrelated Gross Income $1,000 or More No
Gaming Activity No
Disaster relief assistance No
One Third Support Public Yes
One Third Support Gifts No
Benefit of College No
Private Foundation 508(e) No
Seeking Retroactive Reinstatement Yes
Seeking Section 7 Reinstatement No
Correctness Declaration Yes
Signature Name BRET SCHOLL
Signature Title DIRECTOR
Signature Date 2/28/18
EIN 47-1615721
Case Number EO-2014234-000332
Form 1023-EZ version 62014
Eligibility Worksheet 1
Organization Name SANTA LUCIA ROTARY FOUNDATION
Organization’s Mailing Address 1418 S MAIN ST SUITE 201
City SALINAS
State CA
ZIP 93908
Accounting period End 12
Primary contact name BRET SCHOLL
Primary contact phone [Hidden]
Primary contact phone extension [Hidden]
Primary contact fax [Hidden]
User fee submitted $400.00
Officer/Director/Trustee One

KEVIN MCWILLIAMS
DIRECTOR
130 E ROMIE LN STE A
SALINAS CA 93901

Officer/Director/Trustee Two

BRET SCHOLL
DIRECTOR
1418 S MAIN ST STE 201
SALINAS CA 93908

Officer/Director/Trustee Three

MARGARET DARRIGO-MARTIN
DIRECTOR
16610 TORO HILLS CT
SALINAS CA 93908

Officer/Director/Trustee Four

BRYAN MANSOUR
DIRECTOR
131 E ROMIE LN STE B
SALINAS CA 93901

Officer/Director/Trustee Five

STEVE TIBBS
DIRECTOR
360 MESA RD
SALINAS CA 93908

Organization’s website NONE
Organization’s email SEND CARE OF/ BRET.SCHOLL@SCHOLLCPA.COM
Organization Incorporated Yes
Organization trust No
Necessary Organizing Documents Yes
Organization Incorporation Date 8/7/2014
Organization Incorporation State CA
Contains Limitation Yes
Does not expressly empower Yes
Contains dissolution Yes
National Taxonomy of Exempt Entities (NTEE) code S99 - Community Improvement, Capacity Building N.E.C.
Organization’s purpose Charitable: Yes
Religious: No
Educational: No
Scientific: No
Literary: No
Public Safety: No
Amateur Sports: No
Cruelty Prevention: No
Qualify For Exemption No
Legislation influence No
Compensation of Officer director trustee No
Donation of funds No
Conducting Activities Outside of United States No
Financial transactions with officers No
Unrelated Gross Income $1,000 or More No
Gaming Activity No
Disaster relief assistance No
One Third Support Public Yes
One Third Support Gifts No
Benefit of College No
Private Foundation 508(e) No
Seeking Retroactive Reinstatement No
Seeking Section 7 Reinstatement No
Correctness Declaration Yes
Signature Name
Signature Title
Signature Date

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