ROTARY CLUB OF SAN DIEGO FOUNDATION INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: ROTARY CLUB OF SAN DIEGO FOUNDATION INC (EIN 47-1766606)
Tax period: 2022-07-01 to 2023-06-30
Filed: 2024-03-27
IRS object ID: 202400879349301310
Schema version: 2022v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule F
Schedule I
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-03-27T10:14:58-07:00	ReturnTs
Tax Period End	2023-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	952076568	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Leaf & Cole LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	2810 Camino Del Rio South Suite 200	AddressLine1Txt
City	San Diego	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92108	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2022-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	471766606	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ROTARY CLUB OF SAN DIEGO FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	ROTA	BusinessNameControlTxt
Phone	6192993309	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2247 SAN DIEGO AVE 233	AddressLine1Txt
City	SAN DIEGO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92110	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JORDAN MAHARAJ	PersonNm
Person Title	Executive Dir.	PersonTitleTxt
Signature	2024-03-27	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	JORDAN	PersonFirstNm
Person Last	MAHARAJ	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JENNY KIKUNO	PreparerPersonNm
PTIN	P01347644	PTIN
Phone	6192947200	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	0	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd
Federated Assurance Level	FAL1	FederatedAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	JORDAN MAHARAJ	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2247 SAN DIEGO AVE 233	AddressLine1Txt
City	SAN DIEGO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92110	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$732,042	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	N/A	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	2014	FormationYr
Legal Domicile State	CA	LegalDomicileStateCd
Activity Or Mission	THE ROTARY CLUB OF SAN DIEGO FOUNDATIONS MISSION IS TO SUPPORT THE SAN DIEGO ROTARY CLUB EIN 95-1165783. TO THAT END, OUR MISSION IS TO ENCOURAGE & FOSTER COMMUNITY SERVICE VIA THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE, APPLICATION OF THE IDEAL OF SERVICE IN EACH ROTARIANS LIFE AND ADVANCE INTERNATIONAL UNDERSTANDING, GOODWILL AND PEACE THROUGH A WORLD FELLOWSHIP UNITED IN THE IDEAL OF SERVICE.	ActivityOrMissionDesc
Voting Members Governing Body	9	VotingMembersGoverningBodyCnt
Voting Members Independent	9	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	300	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
PY Contributions Grants	$346,198	PYContributionsGrantsAmt
CY Contributions Grants	$717,711	CYContributionsGrantsAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$258	PYInvestmentIncomeAmt
CY Investment Income	$13,281	CYInvestmentIncomeAmt
PY Other Revenue	$169,674	PYOtherRevenueAmt
CY Other Revenue	$1,050	CYOtherRevenueAmt
PY Total Revenue	$516,130	PYTotalRevenueAmt
CY Total Revenue	$732,042	CYTotalRevenueAmt
PY Grants And Similar Paid	$245,155	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$211,512	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid	$0	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$34,645	CYTotalFundraisingExpenseAmt
PY Other Expenses	$275,059	PYOtherExpensesAmt
CY Other Expenses	$157,231	CYOtherExpensesAmt
PY Total Expenses	$520,214	PYTotalExpensesAmt
CY Total Expenses	$368,743	CYTotalExpensesAmt
PY Revenues Less Expenses	-$4,084	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$363,299	CYRevenuesLessExpensesAmt
Total Assets BOY	$795,341	TotalAssetsBOYAmt
Total Assets EOY	$1,130,356	TotalAssetsEOYAmt
Total Liabilities BOY	$38,487	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$10,203	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$756,854	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,120,153	NetAssetsOrFundBalancesEOYAmt
Mission	THE ROTARY CLUB OF SAN DIEGO FOUNDATIONS MISSION IS TO SUPPORT THE SAN DIEGO ROTARY CLUB EIN 95-1165783. TO THAT END, OUR MISSION IS TO ENCOURAGE & FOSTER COMMUNITY SERVICE VIA THE IDEAL OF SERVICE AS A BASIS OF WORTHY ENTERPRISE, APPLICATION OF THE IDEAL OF SERVICE IN EACH ROTARIANS LIFE AND ADVANCE INTERNATIONAL UNDERSTANDING, GOODWILL AND PEACE THROUGH A WORLD FELLOWSHIP UNITED IN THE IDEAL OF SERVICE.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$323,841	ExpenseAmt
Grant	$211,512	GrantAmt
Desc	COMMUNITY SERVICE SUPPORT FOR MILITARY MEMBERS, STUDENTS, YOUTH LEADERSHIP AWARDS, PUBLIC SPEAKING BY STUDENTS, SUMMER CAMPS FOR CHILDREN, INTERNATIONAL SUPPORT FOR YOUTH EXCHANGE PROGRAMS, INTERNATIONAL AID AND RELIEF PROGRAMS, GROUP STUDY EXCHANGES, ETC.	Desc
Total Program Service Expenses	$323,841	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (true)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	false	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	false	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	Yes (true)	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	Yes (true)	GrantsToIndividualsInd
Schedule J Required	false	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	1	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	false	BackupWthldComplianceInd
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Form8282 Filed	0	Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Form8899 Filedind	false	Form8899Filedind
Form1098 C Filed	false	Form1098CFiledInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	9	GoverningBodyVotingMembersCnt
Independent Voting Member	9	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	Yes (true)	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	false	ConflictOfInterestPolicyInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	false	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	JORDAN MAHARAJ	PersonNm
Phone	6192993309	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2247 SAN DIEGO AVE STE 233	AddressLine1Txt
City	SAN DIEGO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92110	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd
JORDAN MAHARAJ
Executive Dir.	8.00	50.00	Yes (X)	$0	$130,454	$11,490
PHIL BLAIR
CHAIR	5.00	0.00	Yes (X)	$0	$0	$0	Yes (X)
ANN HILL
SECY/TREAS/VC	3.00	0.00	Yes (X)	$0	$0	$0	Yes (X)
CHRIS SICHEL
Director	1.00	0.00		$0	$0	$0	Yes (X)
JIM HUGHES
Director	1.00	0.00		$0	$0	$0	Yes (X)
GIL JOHNSON
Director	1.00	0.00		$0	$0	$0	Yes (X)
MARK STUART
Director	1.00	0.00		$0	$0	$0	Yes (X)
NIKKI CLAY
Director	1.00	0.00		$0	$0	$0	Yes (X)
PATTI ROSCOE
Director	1.00	0.00		$0	$0	$0	Yes (X)
MEL KATZ
Director	1.00	0.00		$0	$0	$0	Yes (X)

Field	Value	IRS element (for citing)
Tot Reportable Comp Rltd Org	$130,454	TotReportableCompRltdOrgAmt
Total Other Compensation	$11,490	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	false	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
Related Organizations	$45,000	RelatedOrganizationsAmt
All Other Contributions	$672,711	AllOtherContributionsAmt
Total Contributions	$717,711	TotalContributionsAmt
Total Program Service Revenue	$0	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$13,281	TotalRevenueColumnAmt
Exclusion	$13,281	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	OTHER INCOME	Desc
Business	900099	BusinessCd
Total Revenue Column	$1,050	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,050	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$1,050	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$732,042	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,050	RelatedOrExemptFuncIncomeAmt
Exclusion	$13,281	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$88,965	TotalAmt
Program Services	$88,965	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$25,047	TotalAmt
Program Services	$25,047	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$97,500	TotalAmt
Program Services	$97,500	ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$9,600	TotalAmt
Management And General	$9,600	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	FundraisingFundraisingAmt	Management And GeneralManagementAndGeneralAmt
COMMUNITY OUTREACH	$88,550	$88,550
CLUB ADMINISTRATIVE SERVICES	$45,000	$22,500	$22,500
MISCELLANEOUS	$7,572	$404	$7,033	$135
BANK CHARGES	$4,283		$4,147	$136

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,226	TotalAmt
Program Services	$875	ProgramServicesAmt
Management And General	$386	ManagementAndGeneralAmt
Fundraising	$965	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$368,743	TotalAmt
Program Services	$323,841	ProgramServicesAmt
Management And General	$10,257	ManagementAndGeneralAmt
Fundraising	$34,645	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$160,113	BOYAmt
EOY	$404,278	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$627,611	BOYAmt
EOY	$529,639	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
EOY	$179,331	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$350	BOYAmt
EOY	$371	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$6,267	BOYAmt
EOY	$16,737	EOYAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$1,000	BOYAmt
EOY	$0	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$795,341	BOYAmt
EOY	$1,130,356	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$38,487	BOYAmt
EOY	$10,203	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$38,487	BOYAmt
EOY	$10,203	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$614,044	BOYAmt
EOY	$846,189	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$142,810	BOYAmt
EOY	$273,964	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$756,854	BOYAmt
EOY	$1,120,153	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$795,341	BOYAmt
EOY	$1,130,356	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$363,299	ReconcilationRevenueExpnssAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$419,414	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$255,807	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$348,042	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$346,198	CurrentTaxYearMinus1YearAmt
Current Tax Year	$717,711	CurrentTaxYearAmt
Total	$2,087,172	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$419,414	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$255,807	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$348,042	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$346,198	CurrentTaxYearMinus1YearAmt
Current Tax Year	$717,711	CurrentTaxYearAmt
Total	$2,087,172	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$31,413	SubstantialContributorsTotAmt
Public Support Total170	$2,055,759	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,899	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$604	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$66	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$258	CurrentTaxYearMinus1YearAmt
Current Tax Year	$13,281	CurrentTaxYearAmt
Total	$16,108	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$51,711	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$182,257	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$107,380	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$165,174	CurrentTaxYearMinus1YearAmt
Total	$506,522	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus1 Year	$4,500	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,050	CurrentTaxYearAmt
Total	$5,550	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$2,615,352	TotalSupportAmt
Public Support CY170	0.78600	PublicSupportCY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Contributions	$140,465	ContributionsAmt
Investment Earnings Or Losses	$587	InvestmentEarningsOrLossesAmt
End Year Balance	$141,052	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Prmnnt Endowment Balance EOY	0.99600	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.00400	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd
Related Org List Sch R	false	RelatedOrgListSchRInd
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$732,042	TotalRevEtcAuditedFinclStmtAmt
Revenue Subtotal	$732,042	RevenueSubtotalAmt
Total Revenue Per Form990	$732,042	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$368,743	TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal	$368,743	ExpensesSubtotalAmt
Total Expenses Per Form990	$368,743	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

Part V, Line 4: Intended uses of the endowment fund.

The Organizations spending policy ensures that the amount of endowment income available to support the Organizations operations increases at a stable and predictable pace, while seeking to maintain the purchasing power of the endowment assets. The Organizations endowment funds are invested in U.S. Treasury securities, which is structured for long-term total return. After the endowment reaches $100,000, the Organizations spending policy is to disburse 5% annually, as long as the principal balance does not fall below the principal contributed.

Part X : FIN48 Footnote

The Club and Foundation are qualified nonprofit organizations exempt from income taxes under Section 501(c)(4) and 501(c)(3), respectively of the Internal Revenue Code and Section 23701(f) and 23701(d), respectively of the California Revenue and Taxation Code. The Club and Foundation believe that they have appropriate support for any tax positions taken, and, as such, do not have any uncertain tax positions that are material to the consolidated financial statements. The Club and Foundation are not private foundations.The Club and Foundations Returns of Organization Exempt from Income Tax for the years ended June 30, 2023, 2022, 2021, and 2020 are subject to examination by Internal Revenue Service and State taxing authorities, generally three-to-four years after the returns were filed.

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
AFRICA	GRANTS	GRANTS	$87,500
MEXICO	GRANTS	GRANTS	$5,000
TURKEY	GRANTS	GRANTS	$5,000

Field	Value	IRS element (for citing)
Subtotal Spent	$97,500	SubtotalSpentAmt
Total Spent	$97,500	TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (3 entries)

RegionRegionTxt	Purpose Of GrantPurposeOfGrantTxt	Cash GrantCashGrantAmt
AFRICA	MISSION SUPPORT	$87,500
MEXICO	MISSION SUPPORT	$5,000
TURKEY	MISSION SUPPORT	$5,000

Field	Value	IRS element (for citing)
Total Other Org	3	TotalOtherOrgCnt
Transfer To Foreign Corp	false	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	false	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	false	PassiveForeignInvestmestCoInd
Foreign Partnership	false	ForeignPartnershipInd
Boycott Countries	false	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Part I, Line 2 - Grantmakers Explanation For Monitoring Use of Funds Outside US	FormAndLineReferenceDesc
Explanation	THE ORGANIZATION PROVIDES GRANTS TO OTHER ROTARY CLUBS THAT SHARE THE SAME MISSION. THE FUNDS ARE USED FOR SPECIFIC PURPOSES THAT THE INTERNATIONAL ORGANIZATIONS HAS APPLIED FOR. THE LEADERSHIP FOLLOWS UP WITH THE INTERNATIONAL CLUBS TO ENSURE THE FUNDS ARE SPENT ACCORDING TO THE GRANT APPLICATION.	ExplanationTxt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	false	GrantRecordsMaintainedInd

Recipient Table RecipientTable (6 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Purpose Of GrantPurposeOfGrantTxt
MENDING MATTERS
11835 CARMEL MOUNTAIN RD 1304	SAN DIEGO	CA	92128	464080792	501(C)(3)	$22,200	$0	MISSION SUPPORT
RANCHO BERNARDO ROTARY FND
16066 BERNARDO HEIGHTS PKWY	SAN DIEGO	CA	92128	953296211	501(C)(3)	$6,650	$0	MISSION SUPPORT
RB SUNRISE ROTARY
4309 WIND PL	ESCONDIDO	CA	92025	330566439	501(C)(3)	$6,650	$0	MISSION SUPPORT
ROTARY INTERNATIONAL
1560 SHERMAN AVE	CHICAGO	IL	60693	361707667	501(C)(3)	$9,465	$0	MISSION SUPPORT
SAN DIEGO OASIS
5500 GROSSMONT CENTER DR	LA MESA	CA	91942	300403895	501(C)(3)	$10,000	$0	MISSION SUPPORT
VOICES OF OUR CITY CHOIR
PO BOX 122241	SAN DIEGO	CA	92112	822361540	501(C)(3)	$12,000	$0	MISSION SUPPORT

Field	Value	IRS element (for citing)
Total501c3 Org	6013	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Valuation Method UsedValuationMethodUsedDesc	Non Cash AssistanceNonCashAssistanceDesc
STEM ACADEMY	13	$15,500
CADES	5	$5,000
WAY SPEECH CONTEST	10	$2,100
TURKEYS TO RESIDENTS OF CITY HEIGHT	60		$2,447	COST	TURKEYS

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part VI, Section B, Line 11b	FORMS ARE DISTRIBUTED PRIOR TO FILING FOR COMMENTS.
Form 990, Part VI, Section B, Line 15a	THE CEO IS COMPENSATED THROUGH THE RELATED CLUB ENTITY AND THE BOARD OF THAT ENTITY DOES REVIEW AND APPROVE THE SALARY.
Form 990, Part VI, Section C, Line 19	ALL GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	SAN DIEGO ROTARY CLUB	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2247 SAN DIEGO AVENUE 233	AddressLine1Txt
City	SAN DIEGO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92110	ZIPCd

Field	Value	IRS element (for citing)
EIN	951165783	EIN
Primary Activities	CHARITABLE PROJECT FUNDING	PrimaryActivitiesTxt
Legal Domicile State	CA	LegalDomicileStateCd
Exempt Code Section	501(C)4	ExemptCodeSectionTxt
Direct Controlling NA	N/A	DirectControllingNACd
Controlled Organization	false	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	false	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (true)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	false	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (true)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	false	SharingOfFacilitiesInd
Paid Employees Sharing	false	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (true)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (true)	TransferToOtherOrgInd
Transfer From Other Org	false	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
SAN DIEGO ROTARY CLUB
c	$45,000	COST
SAN DIEGO ROTARY CLUB
m	$45,000	COST
SAN DIEGO ROTARY CLUB
p	$48,975	COST
SAN DIEGO ROTARY CLUB
r	$263	COST

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART V, LINE C: GRANTS FROM RELATED ORGANIZATION	THE CLUB CONTRIBUTES FUNDS TO THE FOUNDATION.
PART V, LINE M: PERFORMANCE OF SERVICES	WHILE MOST OF THE SERVICES REQUIRED BY THE FOUNDATION ARE PERFORMED BYVOLUNTEERS OR BY OUTSIDE PROVIDERS WHO BILL THE FOUNDATION DIRECTLY, SOME ADMINISTRATIVE SERVICES ARE FULFILLED BY THE CLUBS TWO EMPLOYEES.
PART V, LINE P: REIMBURSEMENTS	THE FOUNDATION REIMBURSES THE CLUB FOR COPIER AND POSTAGE METER USAGE.IN ADDITION, CERTAIN VENDORS SUBMIT BILLS TO THE CLUB THAT INCLUDECHARGES FOR GOODS AND SERVICES RELATED TO THE FOUNDATION. THESE COSTSARE REIMBURSED TO THE CLUB AT THEIR COST.
PART V, LINE R: OTHER TRANSFERS	OCCASIONALLY, MEMBERS WILL MAKE CONTRIBUTIONS TO THE CLUB, BUTUNINTENTIONALLY INCLUDE THEM WITH PAYMENT DUE TO THE FOUNDATION FOR ANYDUES FOR ACTIVITIES AND SERVICES. THE FOUNDATION TRANSFERS ANY SUCHAMOUNTS BACK TO THE CLUB.