2024-05-14T10:55:07-05:00 2023-06-30 271144439 MCDERMOTT & APKARIAN LLP 241 SOUTH BROADWAY 201 ORCUTT CA 93455 990EZ 2022-07-01 770186489 ROTARY CLUB OF SAN LUIS OBISPO CHARITIES ROTA 8055411308 PO BOX 833 SAN LUIS OBISPO CA 93406 CHRIS TEAFORD TREASURER 8059258729 2024-05-14 1 CHRIS TEAFORD 999009999 0 BENJAMIN R WATSON CPA P02190740 8059258729 2024-05-14 X 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X X N/A X X 101766 X 70695 9753 21318 21318 101766 59870 180 33 32163 92246 9520 390221 20629 420370 X 390221 412092 0 8278 390221 420370 0 0 390221 420370 X PROVIDE SERVICES AND FUNDS TO THE COMMUNITY AND CHARITABLE ORGANIZATIONS. COMMUNITY AND INTERNATIONAL SERVICES PROVIDED THROUGH DONATIONS OF TIME AND MONEY TO VARIOUS ORGANIZATIONS. 83735 91942 91942 LISA ADAMS DIRECTOR 2.00 0 0 0 JIM SALIO DIRECTOR 2.00 0 0 0 BEN WATSON DIRECTOR 2.00 0 0 0 BARRY VANDERKELEN DIRECTOR 2.00 0 0 0 JILL BOLSTER-WHITE PRESIDENT/ACTING SECRETARY 2.00 0 0 0 CHRIS TEAFORD TREASURER 2.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CA BENJAMIN R WATSON CPA 241 S BROADWAY ST STE 201 ORCUTT CA 93455 8059258729 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 49803 28827 31683 52622 62417 225352 70282 68646 54174 49719 21318 264139 120085 97473 85857 102341 83735 489491 0 0 0 489491 10385 11029 9264 8125 9753 48556 10385 11029 9264 8125 9753 48556 130470 108502 95121 110466 93488 538047 0.90980 0.92390 0.09020 0.07610 X X SPRING FUNDRAISER 15110 15110 FALL FUNDRAISER 6208 6208 21318 21318 21318 FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST. AMOUNT: 3. DESCRIPTION: DIVIDENDS. AMOUNT: 9,750. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 9,753. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: . GRANTEE NAME: CHARITY CONTRIBUTIONS UNDER $5K EACH. GRANTEE ADDRESS: VARIOUS SAN LUIS OBISPO, CA 93401. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 12,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: . GRANTEE NAME: ROTARY FOUNDATION. GRANTEE ADDRESS: 1560 SHERMAN AVE EVANSTON, IL 60201. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 1,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: . GRANTEE NAME: INDIVIDUAL GRANTS UNDER $5K EACH. GRANTEE ADDRESS: VARIOUS SAN LUIS OBISPO, CA 93401. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 45,250. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: . GRANTEE NAME: RI POLIO PLUS PROGRAM. GRANTEE ADDRESS: 1560 SHERMAN AVE EVANSTON, IL 60201. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 1,120. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 59,870. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: BANK FEES. AMOUNT: 92. DESCRIPTION: CHARITABLE PROJECTS. AMOUNT: 26,384. DESCRIPTION: COMMUNITY SERVICE PROJECTS. AMOUNT: 3,927. DESCRIPTION: YOUTH LEADERSHIP. AMOUNT: 1,760. TOTAL TO FORM 990-EZ, LINE 16: 32,163. FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS DESCRIPTION: NET UNREALIZED GAINS AND LOSSES ON INVESTMENTS. AMOUNT: 20,629. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: DUE FROM ROTARY CLUB OF SAN LUIS OBISPO. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 8,278. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.