2019-01-29T12:56:34-06:00 2018-06-30 560574444 CHERRY BEKAERT LLP 137 OLD MARKET STREET SUITE 101 AIKEN SC 29803 990EZ 2017-07-01 570769864 ROTARY INTERNATIONAL ROTARY CLUB OF AIKEN ROTA 8035084744 PO BOX 685 AIKEN SC 29802 RACHEL D'ENTREMONT SECRETARY/TREASURER 8035084744 2019-01-29 1 CINDY MEARES P00025362 8036482692 2019-01-29 40.129.25.170 2019-01-29 09:22:47 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 2448D14BBE4A8FEA6751587B1E527B273D8B96EC 2017 2019-02-21 02:37:17Z X X WWW.AIKENROTARY.ORG X X 199759 X 126417 56030 17312 199759 416105 6750 5800 5219 117018 550892 -351133 457439 0 106306 X 101717 106306 355722 0 457439 106306 0 0 457439 106306 X THE ROTARY CLUB IS A SERVICE ORGANIZATION OF BUSINESS, PROFESSIONAL, AND CIVIC LEADERS THAT FOSTERS HIGH STANDARDS OF LIVING AND EMPHASIZES SERVICE TO OTHERS LOCALLY, NATIONALLY, AND INTERNATIONALLY. THIS IS ACCOMPLISHED THROUGH WEEKLY MEETINGS AND VARIOUS SCHOLARSHIPS AND GRANTS. DONATED TO THE AIKEN COUNTY HABITAT FOR HUMANITY AND OTHER NON-PROFIT ORGANIZATIONS THAT SERVE VARIOUS NEEDS TO RESIDENTS IN THE LOCAL AREA INCLUDING THE AIKEN ROTARY FOUNDATION. 416105 416105 416105 X JOHN MCMICHAEL PRESIDENT 6.00 0 0 0 RICK MCLEOD BOARD MEMBER 2.00 0 0 0 WILL WILLIAMS PRESIDENT-ELECT 3.00 0 0 0 JOHN LINDSAY VICE PRESIDENT 3.00 0 0 0 RACHEL L D'ENTREMONT SECRETARY/TREASURER 10.00 6750 0 0 JEFF BAUMGARDNER BOARD MEMBER 2.00 0 0 0 JENNIFER HART BOARD MEMBER 2.00 0 0 0 MALLORY HOLLEY BOARD MEMBER 2.00 0 0 0 RICHARD HOLLEY BOARD MEMBER 2.00 0 0 0 CHRISSA MATTHEWS BOARD MEMBER 2.00 0 0 0 ELLEN PRIEST BOARD MEMBER 2.00 0 0 0 BETTY RYBERG BOARD MEMBER 2.00 0 0 0 X 0 0 0 0 1 0 0 0 0 0 0 RACHEL L D'ENTREMONT 1111 HAYNE AVE SW AIKEN SC 29801 8035084744 0 0 0 0 0 0 0 INVESTMENTS - SECURITIES 2018-06-20 335913 BROKERAGE STATEMENT 813472673 ROTARY CLUB OF AIKEN FOUNDATION PO BOX 685 AIKEN SC 29802 501(C)(3) 0 0 0 0 FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST INCOME. AMOUNT: 17,312. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: . GRANTEE NAME: AIKEN COUNTY HABITAT FOR HUMANITY. GRANTEE ADDRESS: P.O. BOX 3323 AIKEN, SC 29802. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/28/17. AMOUNT GIVEN: 20,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: . GRANTEE NAME: VARIOUS COMMUNITY GRANTS. GRANTEE ADDRESS: P.O. BOX 685 AIKEN, SC 29802. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 27,544. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: . GRANTEE NAME: ROTARY CLUB OF AIKEN FOUNDATION. GRANTEE ADDRESS: P.O. BOX 685 AIKEN, SC 29802. GRANTEE RELATIONSHIP: RELATED ORGANIZATION. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 32,648. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: . GRANTEE NAME: ROTARY CLUB OF AIKEN FOUNDATION. GRANTEE ADDRESS: P.O. BOX 685 AIKEN, SC 29802. GRANTEE RELATIONSHIP: RELATED ORGANIZATION. PROPERTY DESCRIPTION: INVESTMENTS - SECURITIES. METHOD USED TO DETERMINE BOOK VALUE: BROKERAGE STATEMENT. METHOD USED TO DETERMINE FMV: BROKERAGE STATEMENT. BOOK VALUE OF PROPERTY: 335,913. DATE OF GIFT: 06/25/18. AMOUNT GIVEN: 335,913. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 416,105. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: ADMINISTRATION EXPENSES. AMOUNT: 350. DESCRIPTION: BANK FEES. AMOUNT: 176. DESCRIPTION: CLUB SOCIAL. AMOUNT: 3,554. DESCRIPTION: DUES. AMOUNT: 21,563. DESCRIPTION: FOOD SERVICE. AMOUNT: 84,960. DESCRIPTION: PUBLIC RELATIONS. AMOUNT: 950. DESCRIPTION: SUPPLIES. AMOUNT: 5,465. TOTAL TO FORM 990-EZ, LINE 16: 117,018. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: NOTES AND LOANS RECEIVABLE. BEG. OF YEAR AMOUNT: 4,550. END OF YEAR AMOUNT: 0. DESCRIPTION: INVESTMENTS. BEG. OF YEAR AMOUNT: 351,172. END OF YEAR AMOUNT: 0. 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.