1. Woodland Rotary Endowment
Community
A Pillar of Service

2. Understanding of Organization
Rotary Club of Woodland
IRC 501(c)(4) - Civic leagues and social welfare organizations
Dues, Recognitions, and Contributions = NON-DEDUCTIBLE
Governed by Board of Directors – Elected by Membership
Local chapter of International Organization
Operate within Parental Guidelines
Woodland Rotary Endowment
IRC 501(c)(3) - Charitable Organization
Contributions = ARE TAX DEDUCTIBLE
Governed by Board of Directors – Partially Elected by Membership of the Rotary Club of Woodland
Independently formed
Membership in Rotary Club of Woodland = Membership in Woodland Rotary Endowment
Two fold Charter
Scholarships
Charitable

3. ROTARY CLUB OF WOODLAND WOODLAND ROTARY ENDOWMENT
Director
Director
Director
Director
Chairman
Director
Director
Director
Director
Director
Director
Director
Director
Director
Pres
Pres Elect
IPP
Director - Treasurer
Sec
Treasurer
MEMBERSHIP
MEMBERSHIP

4. Current Governing Boards and Officers
ROTARY CLUB OF WOODLAND
President Mike Chandler
President-elect Tony Delevati
Immediate Past President Peter Holmes
Secretary Alan Flory
Treasurer Mark Ullrich
Director (term ending 6/30/19) Nick Roncoroni
Director (term ending 6/30/19) Barbara Sonin
Director (term ending 6/30/19) Aniek Ramsay
Director (term ending 6/30/20) Dillon Dougherty
Director (term ending 6/30/20) John Lecky
Director (term ending 6/30/20) Jennifer Ward
WOODLAND ROTARY ENDOWMENT
Chair (Immediate Past Club President) Peter Holmes
Director (Club Treasurer) Mark Ullrich
Director (term ending 6/30/19) Tony Delevati
Director (term ending 6/30/19) Tom Schwarzgruber
Director (term ending 6/30/19) Ken Nordgren
Director (term ending 6/30/19) Bob Nakken (also serves as Secretary)
Director (term ending 6/30/20) Marc Faye
Director (term ending 6/30/20) Tabb Randolph
Director (term ending 6/30/20) Chuck Maltese

5. Procedural Operations
Woodland Rotary Endowment
Revenue
Donations
Auction
Bequest
Fund Balances
Permanent Scholarship Fund
Permanent Dorris Ag Scholarship Fund
Temporary Berrittoni Scholarship Fund
Temporary Designated Funds
Community Fund
Distributions
Scholarship – Two Schools / 4 Years = 8 active
Dorris Ag Scholarship = Single annual scholarship identified and recommended by the Dorris Family
Berrittoni Scholarship Fund = Needs based scholarship
Designated Funds held and operated for approved charitable purposes, i.e. Play ground grant fund, FFA fund.
Community Fund approval of recommendations by 2 X 2 Committee and the Rotary Club of Woodland.

6. 2 X 2 Committee History Analysis Development of 2 x 2
1. Multiple request for fund received both by Club and Endowment Boards
2. Requests reviewed by entire recipient board and in many cases transferred to other board
2. Major project for Auction Dinner selected by incoming president
Analysis
1. Streamline donation process
2. Desire to involve entire club
3. Development of Website and Grant Applications
4. Vote of Club to determine Auction Dinner beneficiaries
Development of 2 x 2
1. Elect two members of each board to form 2 x 2 Committee
2. All requests for fund received by both boards are directed through the Committee
3. Committee separate requests between Club and Endowment
4. Committee analyzes request and presents recommendations

7. Specific Funds Scholarships
Operations
Formed to Endow Scholarship.
Scholarships for graduating seniors from the Woodland Joint Unified School District.
Criteria = Academic Excellence = Valedictorian
Award = $6,000 disbursed (generally) over a four year period in increments based upon academic program followed i.e. Semester or Quarter system.
Required reporting of student regarding achievement and current enrollment.
Current Position and Target
The Target was to build the scholarship endowment to a point at which it’s own earning will sustain the scholarship disbursements and maintain inflationary growth.
Scholarship Distributions = $12,000, given a 2.5% distribution rate the fund will require $480,000 to reach the target.
Current balance is approximately $476,000 in the scholarship endowment’s investment account.

8. Scholarship Additional Notes
Dorris Ag Scholarship
Separate Investment Account
Operated under it’s own directives
Ongoing funding by the Dorris family with intent for self sustainment.
Don L Fisher Estate
Designated a scholarship
Designated Woodland Rotary Endowment
Court authorized distribution of funds to Endowment for the operations of scholarship
Amount Received approximately $180,000 in 2011.
Berrittoni Scholarship (New)
1. Needs based scholarship

9. Specific Funds Community Fund
The Community fund is the Woodland Rotary Endowment’s Operating Fund This fund is unrestricted and is available to fund local, regional and international projects as long as the projects are conducted by 501(c)(3) Charitable Organizations Major source of funds = Annual Auction. The auction is operated by the membership on behalf of and in the name of the Woodland Rotary Endowment. This allows for sponsors, contributors, etc. to make tax deductible charitable donations. Funds in the past have been utilized to pay current scholarship disbursements as the scholarship investment fund was building to a sustainable level. Balance of the auction revenues along with general donations to the endowment are utilized for community and international projects. A partial list of past projects and donations are presented on the following page.

12. QUESTIONS