2025-12-11T13:05:27-05:00 2025-06-30 352072184 DWC CPAS LLC 3454 DOUGLAS RD SOUTH BEND IN 46635 990 2024-07-01 541372455 SOUTH BEND ROTARY CHARITABLE FOUNDATION INC SOUT 5742331516 PO BOX 11314 SOUTH BEND IN 46634 JOHN FARRELL TREASURER 5742331516 2025-10-23 true true BRADLEY J FETHEROLF CPA P01766977 5742339366 2025-11-04 2024 2025-03-06 01:10:19Z AMBER BEHRENS P O BOX 11314 SOUTH BEND IN 46634 167539 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." 15 15 0 75 0 47064 54863 0 19891 53607 8113 66955 116583 80533 106204 0 0 0 0 18505 13144 99038 119348 -32083 -2765 1222523 1328931 66178 88925 1156345 1240006 TO MAKE CHARITABLE GIFTS TO COMMUNITY ORGANIZATIONS AND PROJECTS THAT PROMOTE THE IDEALS OF ROTARY INTERNATIONAL OF "SERVICE ABOVE SELF." false false 106204 106204 THE SOUTH BEND ROTARY CHARITABLE FOUNDATION FULFILLS COMMUNITY SERVICE ACTIVITIES AND THE FOLLOWING CAUSES: THANKSGIVING BASKETS PROVIDED MEALS TO OVER 150 FAMILIES IN NEED DURING THE FISCAL YEAR. SCHOLARSHIPS ARE AWARDED TO INDIVIDUALS TO ATTEND COLLEGE. PHILANTHROPIC AND PRESIDENT'S AWARDS WERE GIVEN TO REAL SERVICES, INC TO EXPAND THEIR NEW SENIOR FACILITY AND ANGELS IN THE ATTIC, WHO HELP WOMEN WHO HAVE SUFFERED DOMESTIC VIOLENCE. TWO INTERNATIONAL GRANTS WERE PROVIDED TO ASSIST A COMMUNITY IN UGANDA WITH ELECTRICITY AND HEALTH PROBLEMS AS PROVIDING FUNDING TO BUILD MOBILITY CARTS FOR INDIVIDUALS WORLDWIDE IN NEED OF MOBILITY. 106204 true false false false false false false false false true false false false true true false false false false false false false false false true false false true true false false false false false false false false false false false false false false true false false false true 1 0 0 false false false false false false false false false false false false false false X 15 15 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 KJ MAPES DIRECTOR 0.50 1.00 X 0 0 0 DAN VUKMIROVICH DIRECTOR 0.50 1.00 X 0 0 0 CARSTEN SCHMIDT DIRECTOR 0.50 1.00 X 0 0 0 DOUG ELDER DIRECTOR 0.50 1.00 X 0 0 0 HUGH JOHNSON DIRECTOR 0.50 1.00 X 0 0 0 MARK MCDONNELL DIRECTOR 0.50 1.00 X 0 0 0 LEONARDO SANCHEZ DIRECTOR 0.50 1.00 X 0 0 0 DAN ASLESON DIRECTOR 0.50 1.00 X 0 0 0 MICHAEL POUND DIRECTOR 0.50 1.00 X 0 0 0 PAUL SZROM DIRECTOR 0.50 1.00 X 0 0 0 JOEL MOODY DIRECTOR 0.50 1.00 X 0 0 0 STEVE KIELMAN SECRETARY 0.50 1.00 X X 0 0 0 JOHN FARRELL TREASURER 0.50 1.00 X X 0 0 0 AMBER BEHRENS PRESIDENT 0.50 1.00 X X 0 0 0 TINA PATTON PRESIDENT-EL 0.50 1.00 X X 0 0 0 false false false 12000 42863 54863 30025 30025 60430 36848 23582 23582 23582 22221 12000 14108 8113 116583 53607 43100 43100 63104 63104 727 727 1400 1400 6917 6917 3698 3698 BANK FEES 402 402 119348 106204 13144 0 30061 67219 40000 31121 1003570 1084597 148892 145994 1222523 1328931 1178 1425 65000 72500 15000 66178 88925 X 1156345 1240006 1156345 1240006 1222523 1328931 X -2765 82310 4116 X false false false X 33743 70970 71200 47064 54863 277840 22221 22221 33743 70970 71200 47064 77084 300061 6000 8000 6000 20000 6000 8000 6000 20000 280061 14034 25318 16673 21961 30025 108011 14034 25318 16673 21961 30025 108011 47777 96288 87873 69025 107109 408072 0.68630 0.66800 0.26000 0.27000 X 148892 4116 7014 145994 135742 13150 148892 132831 50 9838 6977 135742 161205 -21631 6743 132831 121870 39335 161205 1.00000 true false BENEFICIAL INTEREST IN ASSETS HELD B 145994 145994 ACCRUED LIABILITIES 15000 15000 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. GOLF OUTING 34221 12000 22221 7280 5905 923 34221 12000 22221 7280 5905 923 14108 8113 true REAL SERVICES 1151 S MICHIGAN ST SOUTH BEND IN 46601 501C3 15000 ANGELS IN THE ATTIC 2544 MIRACLE LANE SUITE B MISHAWAKA IN 46545 501C3 15000 MOBILITY MINISTRIES INC 12352 NORTH 550 WEST WHEATFIELD IN 46392 501C3 5900 BETHANY MUSIC VILLAGE INC P O BOX 6101 SOUTH BEND IN 46660 501C3 6000 2 THANKSGIVING FOOD BASKETS 150 18104 COST FOOD PHOENIX SCHOLARSHIPS 9 45000 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 2025 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 4,116 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 false false false false false false