2024-05-13T14:17:25-05:00 2023-06-30 591753337 KERKERING BARBERIO & CO PO BOX 49348 SARASOTA FL 342306348 990 2022-07-01 651119411 ROTARY CLUB OF LAKEWOOD RANCH ROTA 9418700002 8374 MARKET STREET 449 LAKEWOOD RANCH FL 34202 SYBIL PORTER PRESIDENT 9418700002 2024-05-09 1 SYBIL PORTER 999009999 1 BARBARA JONES P01276972 9413654617 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z SYBIL PORTER 8374 MARKET STREET 449 LAKEWOOD RANCH FL 34202 1269612 0 X WWW.LAKEWOODRANCH-ROTARY.COM X 2001 FL WE ARE AN ORGANIZATION OF BUSINESS AND PROFESSIONAL LEADERS UNITED TO PROVIDE HUMANITARIAN SERVICE IN OUR COMMUNITY AND AROUND THE WORLD, PROMOTE HIGH ETHICAL STANDARDS, AND HELP TO BUILD PEACE AND GOODWILL. WE SERVE OUR COMMUNITY BY GIVING GRANTS TO OTHER LOCAL 501(C)(3) CHARITABLE ORGANIZATIONS. 13 13 0 125 0 0 256331 926982 85861 98528 7403 5689 -624 27025 348971 1058224 144855 597324 0 0 0 0 0 0 0 183027 427562 327882 1024886 21089 33338 926755 1184696 245520 460179 681235 724517 THE MISSION OF ROTARY IS TO PROVIDE SERVICE TO OTHERS, TO PROMOTE HIGH ETHICAL STANDARDS, AND TO ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH ITS FELLOWSHIP OF BUSINESS, PROFESSIONAL, AND COMMUNITY LEADERS. 0 0 1017970 597324 98528 DURING FISCAL YEAR END 2023, OUR ROTARY CLUB GAVE GRANTS TO A NUMBER OF DIFFERENT CHARITABLE ORGANIZATIONS. 1017970 1 1 0 0 0 0 0 0 1 1 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 FL X KERKERING BARBERIO & CO 9413654617 1990 MAIN ST STE 801 SARASOTA FL 34236 X RYAN J BERMS DIRECTOR 1.00 X 0 0 0 MARIE A THOMPSON DIRECTOR 1.00 X 0 0 0 DONNA J LAYRISSE DIRECTOR 1.00 X 0 0 0 JO ANN SHAKON DIRECTOR 1.00 X 0 0 0 ANNE ROSS DIRECTOR 1.00 X 0 0 0 ECKHARD H KUESTERS DIRECTOR 1.00 X 0 0 0 JOSEPH LANGLEY WOODDY DIRECTOR 1.00 X 0 0 0 BARBARA A JONES AUTHORIZED AGENT 3.00 X 0 0 0 JIM WINGERT TREASURER 5.00 X X 0 0 0 ROBERT GREPLING DIRECTOR 1.00 X 0 0 0 JOHN W BODENBURG DIRECTOR 1.00 X 0 0 0 CARMEN SPAGNOLA PRESIDENT 5.00 X X 0 0 0 SYBIL J PORTER VICE PRESIDENT 5.00 X X 0 0 0 0 0 0 0 0 0 0 0 169390 757592 926982 MEETINGS AND SOCIAL FU 900099 59096 59096 MEMBERSHIP DUES 900099 39432 39432 98528 8532 8532 88794 91637 -2843 -2843 -2843 142303 169390 119751 22552 22552 4473 0 4473 4473 1058224 98528 0 32714 595824 595824 1500 1500 2280 2280 300 300 81 81 3438 3438 898 898 67432 67432 DISASTER FUND SUPPLIES 197698 197698 DISASTER FUND REPAIRS & 50738 50738 CLEAN WATER PROJECT 44227 44227 BOOKS FOR KIDS 42785 42785 17685 17685 1024886 1017970 6916 0 242247 271928 436431 679731 78 9667 247999 223370 926755 1184696 245140 460115 380 64 245520 460179 X 352234 386208 329001 338309 681235 724517 926755 1184696 33338 9944 0 X 0 0 0 X 334381 458795 110781 256331 926982 2087270 334381 458795 110781 256331 926982 2087270 55185 2032085 1024 2357 9240 7315 8532 28468 2115738 817159 0.96050 0.92550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 329001 15308 6000 338309 357367 -25366 3000 329001 320607 36760 357367 87674 234177 -1244 320607 87500 174 87674 0.95080 0.04920 0 0 0 MERRILL LYNCH 223370 F 223370 50/50 POT 64 64 PART IV, LINE 2B: THE ORGANIZATION TEMPORARILY HOLDS FUNDS THAT HAVE BEEN DESIGNATED FOR VARIOUS INITIATIVES. 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FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS A SERVICE CLUB WITH MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE ENTIRE MEMBERSHIP ELECTS THE MEMBERS OF OUR BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B ACCORDING TO OUR BYLAWS, CERTAIN DECISIONS OF THE BOARD OF DIRECTORS ARE SUBJECT TO APPROVAL OF THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING, AN INFORMAL REVIEW BY A CLUB MEMBER, WHO IS A CPA, IS DONE. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST STATEMENT EACH YEAR. ADDITIONALLY, BOARD MEMBERS ARE REQUIRED TO SELF-REPORT ANY POTENTIAL CONFLICTS OF INTEREST TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION HAS NO PAID EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.