2023-12-14T11:38:18-05:00 2023-06-30 352072184 DWC CPAS LLC 3454 DOUGLAS RD SOUTH BEND IN 46635 990 2022-07-01 541372455 SOUTH BEND ROTARY CHARITABLE FOUNDATION INC SOUT 5742331516 PO BOX 11314 SOUTH BEND IN 46634 ROBERT L SHREINER CPA TREASURER 5742331516 2023-12-14 true ROBERT SHREINER XXX-XX-XXXX true RICHARD J CULLAR CPA P00967641 5742339366 2023-12-14 2022 2023-04-26 12:10:37Z X MATT SCHROCK 205 W WESTERN AVENUE SUITE 108 SOUTH BEND IN 46601 122672 false X WWW.SOUTHBENDROTARY.ORG X 1986 IN TO MAKE CHARITABLE GIFTS TO COMMUNITY ORGANIZATIONS AND PROJECTS THAT PROMOTE THE IDEALS OF ROTARY INTERNATIONAL OF "SERVICE ABOVE SELF." 14 14 0 0 70970 71200 0 67766 27973 0 138736 99173 74353 46656 0 0 0 11628 44086 32488 118439 79144 20297 20029 990150 1105964 45756 51178 944394 1054786 TO MAKE CHARITABLE GIFTS TO COMMUNITY ORGANIZATIONS AND PROJECTS THAT PROMOTE THE IDEALS OF ROTARY INTERNATIONAL OF "SERVICE ABOVE SELF." false false 46656 46656 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. 46656 true true false false false false false false false true false false false true false false false false false false false false false false false false false true true false false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false false false false false false false X 14 14 false false false false true true false true true false false true true true true false false false false false X ROBERT L SHREINER CPA 5742339366 3454 DOUGLAS ROAD SUITE 100 SOUTH BEND IN 46635 X AMBER PULFORD DIRECTOR 0.50 1.00 X 0 0 0 DAN VUKMIROVICH DIRECTOR 0.50 1.00 X 0 0 0 TINA PATTON DIRECTOR 0.50 1.00 X 0 0 0 MARVIN CURTIS DIRECTOR 0.50 1.00 X 0 0 0 MICHELLE KUEHN DIRECTOR 0.50 1.00 X 0 0 0 OLIVIA CRITCHLOW DIRECTOR 0.50 1.00 X 0 0 0 DOUG ELDER DIRECTOR 0.50 1.00 X 0 0 0 SHAWN TODD DIRECTOR 0.50 1.00 X 0 0 0 SANTIAGO RODRIGUEZ DIRECTOR 0.50 1.00 X 0 0 0 BECKY FLETCHER PAST PRESIDE 0.50 1.00 X 0 0 0 ROBERT L SHREINER CPA TREASURER 0.50 1.00 X X 0 0 0 STEVE KIELMAN SECRETARY 0.50 1.00 X X 0 0 0 LEONARDO SANCHEZ PRESIDENT-EL 0.50 1.00 X X 0 0 0 MATT SCHROCK PRESIDENT 0.50 1.00 X X 0 0 0 false false false 71200 71200 16673 16673 34799 23499 11300 11300 11300 99173 27973 15000 15000 31656 31656 11800 11800 1100 1100 5475 5475 1801 1801 GOLF OUTING 11478 11478 BANK FEES 684 684 MISCELLANEOUS 150 150 79144 46656 20860 11628 42790 78719 6000 808529 891503 132831 135742 990150 1105964 756 1178 45000 50000 45756 51178 X 938394 1054786 6000 944394 1054786 990150 1105964 X 20029 80476 9887 X false false false X 39630 36145 33743 70970 71200 251688 2016 1404 3420 41646 37549 33743 70970 71200 255108 5998 3000 6000 8000 6000 28998 5998 3000 6000 8000 6000 28998 226110 22322 17054 14034 25318 16673 95401 22322 17054 14034 25318 16673 95401 63968 54603 47777 96288 87873 350509 0.64510 0.61490 0.27000 0.31000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 132831 50 9838 6977 135742 161205 -21631 6743 132831 121870 39335 161205 119347 8486 5963 121870 119079 5750 5482 119347 1.00000 true false BENEFICIAL INTEREST IN ASSETS HELD B 135742 135742 SCHEDULE D, PAGE 2, PART V, LINE 4 INCOME FROM THE BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATION OF ST. JOSEPH COUNTY, INC. IS INTENDED TO HELP INCREASE THE FUNDS AVAILABLE FOR SCHOLARSHIPS AND OTHER CHARITABLE GRANTS. true CULTIVATE FOOD RESCUE 1403 PRAIRIE AVE SOUTH BEND IN 46613 813306113 501C3 15000 FACILITIES EXPANSION 1 THANKSGIVING FOOD BASKETS 150 16213 COST FOOD PHOENIX SCHOLARSHIPS 3 15443 SCHEDULE I, PAGE 1, PART I, LINE 2 GRANTS TO DOMESTIC ORGANIZATIONS ARE MADE TO LOCAL CHARITABLE ORGANIZATIONS THAT ARE WELL KNOWN TO THE BOARD OF DIRECTORS AFTER REVIEWING APPLICATIONS. THANKSGIVING BASKETS ARE DELIVERED TO NEEDY FAMILIES BASED ON A LIST PROVIDED BY ST. VINCENT DEPAUL, A LOCAL CHARITY. PHOENIX AWARDS ARE SCHOLARSHIPS GIVEN TO GRADUATING HIGH SCHOOL SENIORS WHO HAVE OVERCOME ADVERSITY TO GRADUATE AND WHO WISH TO GO TO COLLEGE. FORM 990, PART VI LINE 15A. THIS QUESTION IS ANSWERED "NO" BECAUSE THE ORGANIZATION IS PRIMARILY MEMBER-MANAGED AND DOES NOT HAVE A CEO OR EQUIVALENT. NO COMPENSATION IS PAID TO ANY BOARD OFFICERS. LINE 15B. THIS QUESTION IS ANSWERED "NO" BECAUSE THE ORGANIZATION IS PRIMARILY MEMBER-MANAGED AND DOES NOT HAVE A CEO OR EQUIVALENT. NO COMPENSATION IS PAID TO ANY BOARD OFFICERS. FORM 990, PAGE 6, PART VI, LINE 6 THE ORGANIZATION HAS ONLY ONE CLASS OF MEMBERS - ALL DULY APPOINTED MEMBERS OF THE ROTARY CLUB OF SOUTH BEND. MEMBERS ARE NOT ENTITLED TO ANY DISTRIBUTION OF EARNINGS OR NET ASSETS. FORM 990, PAGE 6, PART VI, LINE 7A MEMBERS OF THE BOARD OF DIRECTORS ARE THE SAME AS THE BOARD OF DIRECTORS OF THE ROTARY CLUB OF SOUTH BEND. THOSE DIRECTORS ARE NOMINATED AND ELECTED BY THE MEMBERS OF THE ROTARY CLUB OF SOUTH BEND. FORM 990, PAGE 6, PART VI, LINE 11B A DRAFT OF THE COMPLETE FORM 990 WAS PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS IN DECEMBER 2023 FOR REVIEW AND COMMENT BEFORE IT WAS SIGNED BY THE TREASURER. FORM 990, PAGE 6, PART VI, LINE 12C BOARD MEMBERS AND STAFF MUST ANNUALLY COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM, DISCLOSING ANY SUCH CONFLICTS TO THE BOARD. INDIVIDUALS WITH A CONFLICT OF INTEREST MUST REFRAIN FROM PARTICIPATING IN ANY DEALINGS INVOLVING THE CONFLICT. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST STATEMENT, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9 CHANGE IN BENE. ASSETS HELD BY CFSJC 9,887 THE ROTARY CLUB OF SOUTH BEND PO BOX 11314 SOUTH BEND IN 46634 350624134 COMMUNITY IN 501C4 N/A false false false false false false false false false false false false false false true true false false false false THE ROTARY CLUB OF SOUTH BEND THE ROTARY CLUB OF SOUTH BEND N 2168 ACTUAL COST THE ROTARY CLUB OF SOUTH BEND THE ROTARY CLUB OF SOUTH BEND O 9632 ACTUAL COST