2023-10-27T16:12:09-05:00 2023-06-30 472544071 ATLAS CPAS & ADVISORS PLLC 16644 W BERNARDO DRIVE SAN DIEGO CA 92127 990 2022-07-01 953296211 RANCHO BERNARDO ROTARY CLUB FOUNDATION ATTN DAN MALLOY RANC 8582452412 PO BOX 28501 SAN DIEGO CA 921980501 CHARLES CREW SECRETARY-TREAS 8582452412 2023-10-27 1 CHARLES CREW 999009999 0 LOUANNA DICKERSON P00258472 8586130180 2023-10-27 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z ATHENEA LUCIANO PO BOX 28501 SAN DIEGO CA 921980501 350871 0 X HTTP://RBROTARY.ORG X 1978 CA TO BENEFIT PRIMARILY THE LOCAL COMMUNITY WITH CHARITABLE WORKS IN THE AREAS OF EDUCATION, HEALTH, SCIENCE, CULTURAL AND CIVIC ACTIVITIES. 9 9 0 0 0 0 67907 142298 0 0 15182 20630 2161 12324 85250 175252 97404 93535 0 0 0 0 0 0 0 5433 11257 102837 104792 -17587 70460 562660 664245 55853 39390 506807 624855 TO BENEFIT PRIMARILY THE LOCAL COMMUNITY WITH CHARITABLE WORKS IN THE AREAS OF EDUCATION, HEALTH, SCIENCE, CULTURAL AND CIVIC ACTIVITIES. 0 0 71735 71735 GRANTS TO NON-PROFIT CHARITABLE, EDUCATIONAL, CIVIC AND CULTURAL ORGANIZATIONS. 2400 PROVIDE FUNDS TO CONDUCT LOCAL ROTARY YOUTH SERVICES PROGRAMS. 21800 21800 SCHOLARSHIPS AWARDED TO 14 LOCAL STUDENTS 95935 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X DANIEL MALLOY 8582452412 16059 AVENIDA LAMEGO SAN DIEGO CA 921283151 X JUDY LUTTICKEN TRUSTEE 1.00 X 0 0 0 JOHN O'NEILL VICE PRESIDENT 1.00 X X 0 0 0 WILLIAM BREHM TRUSTEE 1.00 X 0 0 0 CHARLES CREW SECRETARY-TREAS 1.00 X X 0 0 0 ATHENEA LUCIANO PRESIDENT 8.00 X X 0 0 0 SANDIE DEWANE TRUSTEE 1.00 X 0 0 0 ALAN TURNER TRUSTEE 1.00 X 0 0 0 BENITA PAGE TRUSTEE 1.00 X 0 0 0 TERRY HECK TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 70966 13400 57932 142298 10503 10503 152048 141921 10127 10127 10127 45085 70966 33698 11387 11387 937 0 937 937 175252 20630 0 12324 71735 71735 21800 21800 2460 2460 1564 1564 RB ROTARY SHARE OF INCO 3180 3180 ROTARY YOUTH LEADERSHIP 2400 2400 MISCELLANEOUS 1653 1653 104792 95935 8857 0 48071 62246 73428 55609 6700 439161 539690 2000 0 562660 664245 3353 9755 26045 26455 29635 55853 39390 X 458294 587011 48513 37844 506807 624855 562660 664245 70460 47588 0 X 0 0 0 X 51136 43827 108698 67907 142298 413866 51136 43827 108698 67907 142298 413866 65191 348675 8919 10381 10811 6668 10503 47282 1067 17983 2410 2129 11387 34976 33 33 496157 0.70280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 1 X 0 PART IV, LINE 2B: THE ORGANIZATION IS CUSTODIAN OF FUNDS HELD FOR THE ROTARY CLUB OF RANCHO BERNARDO FOR THE PURPOSE OF PROVIDING THE CLUB WITH THE SAME PROFESSIONAL INVESTMENT MANAGEMENT SERVICES AVAILABLE TO THE RANCHO BERNARDO ROTARY CLUB FOUNDATION VOLUNTEER SERVICES 34810 34810 COMMUNITY FESTIVAL 81241 70966 10275 5139 2165 26394 116051 70966 45085 5139 2165 26394 33698 11387 DAN MALLOY 16059 AVENIDA LAMEGO SAN DIEGO CA 921283151 1 FRIENDS OF VISTA HILL FOUNDATION 8910 CLAIREMONT MESA BLVD SAN DIEGO CA 92123 330174451 19250 0 PROVIDE FUNDS FOR SERVICES TO INDIVIDUALS STRUGGLING WITH MENTAL ILLNESS, INTELLECTUAL AND DEVELOPMENTAL DISABILITIES AND SUBSTANCE USE DISORDERS 1 SCHOLARSHIPS 14 21800 PART I, LINE 2: ALL APPLICATIONS FOR GRANTS MUST BE SUBMITTED IN WRITING AND MUST IDENTIFY THE ORGANIZATION AND SPECIFIC PURPOSE FOR WHICH THE GRANT IS REQUESTED. ALL GRANTS ARE REVIEWED BY THE ORGANIZATION'S CERTIFIED PUBLIC ACCOUNTANT TO ASSURE COMPLIANCE WITH THE FOUNDATION'S BYLAWS AND APPLICABLE GOVERNMENT REGULATIONS AND MUST BE APPROVED BY THE TRUSTEES. SCHOLARSHIP APPLICATIONS ARE REVIEWED BY A COMMITTEE SELECTED BY THE TRUSTEES AND MUST BE APPROVED BY THE TRUSTEES. RECIPIENTS MUST PROVIDE SCHOOL ISSUED STUDENT IDENTIFICATION PRIOR TO PAYMENT AND PAYMENTS ARE MADE DIRECTLY TO THE SCHOOL UNLESS OTHERWISE DIRECTED BY THE RECIPIENT. FORM 990, PART VI, SECTION A, LINE 6 LINE 6 EXPLANATION - ORGANIZATION HAS MEMBERS WITH RIGHTS TO ELECT MEMBERS OF THE GOVERNING BODY AND APPROVE GENERAL AND ADMINISTRATIVE EXPENDITURES OF $1,000 OR MORE FORM 990, PART VI, SECTION A, LINE 7A LINE 7A EXPLANATION - THE BOARD OF DIRECTORS OF RANCHO BERNARDO ROTARY CLUB, INC SHALL DESIGNATE 5 MEMBERS OF THAT BOARD TO SERVE AS TRUSTEES OF THE RANCHO BERNARDO ROTARY CLUB FOUNDATION, INC, BOARD OF TRUSTEES AND NOMINATE 4 AT LARGE TRUSTEES FROM THE MEMBERSHIP OF THE ORGANIZATION. THE AT LARGE TRUSTEES MUST BE ELECTED BY THE MEMERSHIP OF THE FOUNDATION. ALL EXPENDITURES FOR GENERAL AND ADMINISTRATIVE EXPENSES OF $2,500 OR MORE MUST BE APPROVED BY THE MEMBERSHIP OF FORM 990, PART VI, SECTION A, LINE 7B LINE 7B EXPLANATION - MEMBERS ARE REQUIRED TO APPROVE ANY DISTRIBUTION TO ONE PROJECT OR ORGANIZATION FOR GENERAL AND ADMINISTRATIVE EXPENSES OF $2,500 OR MORE. FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - A REPRESENTATIVE OF THE ORGANIZATION'S TAX PREPARATION FIRM REVIEWS FORMS 990 AND 990-T WITH THE OFFICERS PRIOR TO FILING THE RETURNS FORM 990, PART VI, SECTION B, LINE 12C ALL GRANTS, PROGRAM SERVICES EXPENSES AND GENERAL AND ADMINISTRATIVE EXPENSES MUST BE REVIEWED AND APPROVED BY THE ENTIRE GOVERNING BOARD FORM 990, PART VI, SECTION C, LINE 19 NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC ROTARY CLUB OF RANCHO BERNARDO INC PO BOX 28005 SAN DIEGO CA 921980005 956119490 SERVICE CLUB CA 501(C)(4) 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROTARY CLUB OF RANCHO BERNARDO INC B 5972 CASH TRANSFER FOR GRANT