Form 990 for tax year 2024
Filed by SOUTH BEND ROTARY CHARITABLE FOUNDATION INC.
Totals
- Total revenue
- $116,583
- Total expenses
- $119,348
- Contributions and grants received
- $54,863
- Grants paid
- $106,204
- Program service revenue
- $0
- Investment income
- $53,607
- Other revenue
- $8,113
- Total assets, end of year
- $1,328,931
- Total liabilities, end of year
- $88,925
- Net assets or fund balances, end of year
- $1,240,006
- Program services expenses (Part IX)
- $106,204
- Management and general expenses
- $13,144
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $106,204
Program services were 89.0% 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.
-
1c · Fundraising events
$12,000
-
1f · All other contributions, gifts and grants
$42,863
-
3 · Investment income
total $30,025 · excluded $30,025
-
7a · Gross sales of assets other than inventory
securities $60,430
-
7b · Less cost or other basis and sales expenses
securities $36,848
-
7c · Gain or loss
securities $23,582
-
7d · Net gain or loss
total $23,582 · excluded $23,582
-
8a · Fundraising events: gross income
$22,221
-
8a · Fundraising events: contributions included on line 1c
$12,000
-
8b · Fundraising events: direct expenses
$14,108
-
8c · Net income from fundraising events
total $8,113
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $43,100 · program services $43,100
-
2 · Grants to domestic individuals
total $63,104 · program services $63,104
-
11a · Fees: management
total $727 · management and general $727
-
11c · Fees: accounting
total $1,400 · management and general $1,400
-
11f · Fees: investment management
total $6,917 · management and general $6,917
-
13 · Office expenses
total $3,698 · management and general $3,698
-
24a · Other expenses: BANK FEES
total $402 · management and general $402
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $30,061 · end of year $67,219
-
2 · Savings and temporary cash investments
beginning of year $40,000 · end of year $31,121
-
11 · Investments: publicly traded securities
beginning of year $1,003,570 · end of year $1,084,597
-
15 · Other assets
beginning of year $148,892 · end of year $145,994
-
17 · Accounts payable and accrued expenses
beginning of year $1,178 · end of year $1,425
-
18 · Grants payable
beginning of year $65,000 · end of year $72,500
-
25 · Other liabilities
end of year $15,000
-
27 · Net assets without donor restrictions
beginning of year $1,156,345 · end of year $1,240,006
Mission and programs · 2024
Mission
TO MAKE CHARITABLE GIFTS TO COMMUNITY ORGANIZATIONS AND PROJECTS THAT PROMOTE THE IDEALS OF ROTARY INTERNATIONAL OF "SERVICE ABOVE SELF."
-
Withheld by Nonprofiteer: this text may name a private individual.
Expenses $106,204 · Grants $106,204
As filed on the 2024 return. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.
Listed in Part VII
-
Kj MapesKJ MAPES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 1 related
-
Dan VukmirovichDAN VUKMIROVICH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 1 related
-
Carsten SchmidtCARSTEN SCHMIDT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 1 related
-
Doug ElderDOUG ELDER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 1 related
-
Hugh JohnsonHUGH JOHNSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 1 related
-
Mark McDonnellMARK MCDONNELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 1 related
-
Leonardo SanchezLEONARDO SANCHEZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 1 related
-
Dan AslesonDAN ASLESON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 1 related
-
Michael PoundMICHAEL POUND
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 1 related
-
Paul SzromPAUL SZROM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 1 related
-
Joel MoodyJOEL MOODY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 1 related
-
Steve KielmanSTEVE KIELMAN
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.5 + 1 related
-
John FarrellJOHN FARRELL
TREASURER
- Total calculated
- $0
- Hours/week
- 0.5 + 1 related
-
Amber BehrensAMBER BEHRENS
PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.5 + 1 related
-
Tina PattonTINA PATTON
PRESIDENT-EL
- 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
-
ANGELS IN THE ATTIC
$15,000
-
REAL SERVICES
$15,000
-
BETHANY MUSIC VILLAGE INC
$6,000
-
MOBILITY MINISTRIES INC
$5,900
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.
-
501C4 · COMMUNITY · IN
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 23 October 2025
- IRS schema version
- 2024v5.0
- Source object
- 202513459349300316
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