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Nonprofiteer
← SOUTH BEND ROTARY CHARITABLE FOUNDATION INC

Form 990 for tax year 2022

Filed by SOUTH BEND ROTARY CHARITABLE FOUNDATION INC.

Totals

Total revenue
$99,173
Total expenses
$79,144
Contributions and grants received
$71,200
Grants paid
$46,656
Program service revenue
$0
Investment income
$27,973
Other revenue
$0
Total assets, end of year
$1,105,964
Total liabilities, end of year
$51,178
Net assets or fund balances, end of year
$1,054,786
Program services expenses (Part IX)
$46,656
Management and general expenses
$20,860
Fundraising expenses
$11,628
Program service expenses (Part III)
$46,656

Program services were 59.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $71,200

  • 3 · Investment income

    total $16,673 · excluded $16,673

  • 7a · Gross sales of assets other than inventory

    securities $34,799

  • 7b · Less cost or other basis and sales expenses

    securities $23,499

  • 7c · Gain or loss

    securities $11,300

  • 7d · Net gain or loss

    total $11,300 · excluded $11,300

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $15,000 · program services $15,000

  • 2 · Grants to domestic individuals

    total $31,656 · program services $31,656

  • 11a · Fees: management

    total $11,800 · management and general $11,800

  • 11c · Fees: accounting

    total $1,100 · management and general $1,100

  • 11f · Fees: investment management

    total $5,475 · management and general $5,475

  • 23 · Insurance

    total $1,801 · management and general $1,801

  • 24a · Other expenses: GOLF OUTING

    total $11,478 · fundraising $11,478

  • 24b · Other expenses: BANK FEES

    total $684 · management and general $684

  • 24c · Other expenses: MISCELLANEOUS

    total $150 · fundraising $150

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $42,790 · end of year $78,719

  • 3 · Pledges and grants receivable

    beginning of year $6,000

  • 11 · Investments: publicly traded securities

    beginning of year $808,529 · end of year $891,503

  • 15 · Other assets

    beginning of year $132,831 · end of year $135,742

  • 17 · Accounts payable and accrued expenses

    beginning of year $756 · end of year $1,178

  • 18 · Grants payable

    beginning of year $45,000 · end of year $50,000

  • 27 · Net assets without donor restrictions

    beginning of year $938,394 · end of year $1,054,786

  • 28 · Net assets with donor restrictions

    beginning of year $6,000

Mission and programs · 2022

Mission

TO MAKE CHARITABLE GIFTS TO COMMUNITY ORGANIZATIONS AND PROJECTS THAT PROMOTE THE IDEALS OF ROTARY INTERNATIONAL OF "SERVICE ABOVE SELF."

  • COMMUNITY SERVICE ACTIVITIES: PROVIDE THANKSGIVING FOOD BASKETS FOR NEEDY FAMILIES; PROVIDE SCHOLARSHIPS FOR LOCAL STUDENTS; SPONSOR LOCAL YOUTH FOR LEADERSHIP CONFERENCES; AND OTHER CHARITABLE ACTIVITIES.

    Expenses $46,656 · Grants $46,656

As filed on the 2022 return.

Listed in Part VII

  • AMBER PULFORD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • DAN VUKMIROVICH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • TINA PATTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • MARVIN CURTIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • MICHELLE KUEHN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • OLIVIA CRITCHLOW

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • DOUG ELDER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • SHAWN TODD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • SANTIAGO RODRIGUEZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • BECKY FLETCHER

    PAST PRESIDE

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • ROBERT L SHREINER CPA

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • STEVE KIELMAN

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • LEONARDO SANCHEZ

    PRESIDENT-EL

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • MATT SCHROCK

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
14 December 2023
IRS schema version
2022v5.0
Source object
202323489349300127

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