TY 2019 Form 990

(A)
Name and title

(B)
Average hours per week (list any hours for related organizations below dotted line)

(D)
Reportable compensation from the organization (W-2/1099-MISC)

(E)
Reportable compensation from related organizations (W-2/1099-MISC)

(F)
Estimated amount of other compensation from the organization and related organizations

(1) TOM WATSON......................................................................
TREASURER

10.00
.................

1,200

(2) WILLIAM HEALY......................................................................
SECRETARY

10.00
.................

200

(3) PRUDY BARRETT-NELSON......................................................................
DIRECTOR

2.00
.................

(4) LISA CRIPPS-DOWNEY......................................................................
DIRECTOR

2.00
.................

(5) WENDY EDWARDS......................................................................
DIRECTOR

2.00
.................

(6) MIKE HUIE......................................................................
DIRECTOR

2.00
.................

(7) REINHOLD SCHROEDER......................................................................
DIRECTOR

2.00
.................

(8) CHARLOTTE WENHAM......................................................................
DIRECTOR

2.00
.................

(9) PAUL WESTMAAS......................................................................
DIRECTOR

2.00
.................

(10) RICK VILLA......................................................................
PRESIDENT

2.00
.................

(A)
Name and title

(B)
Average hours per week (list any hours for related organizations below dotted line)

(D)
Reportable compensation from the organization (W-2/1099-MISC)

(E)
Reportable compensation from related organizations (W-2/1099-MISC)

(F)
Estimated amount of other compensation from the organization and related organizations

(A)
Name and business address

(B)
Description of services

Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet

- TIN:

SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
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Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public
Inspection

Name of the organization

ST JOSEPHBENTON HARBOR
ROTARY FOUNDATION INC

Employer identification number

38-2336366

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2019

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	2,855	732	73,819	16,290	55,342	149,038
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3	2,855	732	73,819	16,290	55,342	149,038
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..						33,318
6	Public support. Subtract line 5 from line 4.						115,720

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(f) Total
7	Amounts from line 4..	2,855	732	73,819	16,290	55,342	149,038
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	71,849	39,747	62,245	42,035	48,243	264,119
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10						413,157

Gross receipts from related activities, etc. (see instructions) ..................

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2019 (line 6, column (f) divided by line 11, column (f)) .........

28.010 %

Public support percentage for 2018 Schedule A, Part II, line 14 ...............

25.630 %

16a

33 1/3% support test—2019. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2018. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2019. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2018. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990 or 990-EZ) 2019

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,
check this box and stop here............................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2019 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2018 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2019 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2018 Schedule A, Part III, line 17 .............

19a

331/3% support tests—2019. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2018. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990 or 990-EZ) 2019

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990 or 990-EZ) 2019

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?

11a

A family member of a person described in (a) above?

11b

A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer (a) and (b) below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer (a) and (b) below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990 or 990-EZ) 2019

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by .035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990 or 990-EZ) 2019

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity
3 Administrative expenses paid to accomplish exempt purposes of supported organizations
4 Amounts paid to acquire exempt-use assets
5 Qualified set-aside amounts (prior IRS approval required)
6 Other distributions (describe in Part VI). See instructions
7Total annual distributions. Add lines 1 through 6.
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions
9 Distributable amount for 2019 from Section C, line 6
10 Line 8 amount divided by Line 9 amount

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2019	(iii) Distributable Amount for 2019
1 Distributable amount for 2019 from Section C, line 6
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2019:
a From 2014.......
b From 2015.......
c From 2016.......
d From 2017.......
e From 2018.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2019 distributable amount
i Carryover from 2014 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.
4Distributions for 2019 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2019 distributable amount
c Remainder. Subtract lines 4a and 4b from 4.
5 Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2020. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2015.....
b Excess from 2016.....
c Excess from 2017.....
d Excess from 2018.....
e Excess from 2019.....

Schedule A (Form 990 or 990-EZ) (2019)

Schedule A (Form 990 or 990-EZ) 2019

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test
PART VI SUPPLEMENTAL INFORMATION; PART II, LINE 17A: HOW THE ST. JOSEPH-BENTON HARBOR ROTARY CLUB FOUNDATION MEETS THE "FACTS AND CIRCUMSTANCES" TEST. PROGRAM FOR SOLICITATION OF FUNDS: 1.THE ST. JOSEPH-BENTON HARBOR ROTARY CLUB (THE CLUB) ESTABLISHED THE ST. JOSEPH-BENTON HARBOR ROTARY CLUB FOUNDATION (THE FOUNDATION) IN 1980 TO RAISE FUNDS FROM WHICH TO MAKE ANNUAL GRANTS TO NON-PROFIT ORGANIZATIONS IN THE GREATER ST. JOSEPH - BENTON HARBOR MICHIGAN COMMUNITY THAT COMPRISES THE PRIMARY CLUB SERVICE AREA. 2.ALL NEW MEMBERS OF THE CLUB ARE SOLICITED TO CONTRIBUTE TO THE FOUNDATION. CLUB MEMBERS ARE NOT REQUIRED TO CONTRIBUTE TO THE FOUNDATION. 3.IN 2007 A MAJOR FUND RAISING PROGRAM WAS UNDERTAKEN FOR THE FOUNDATION IN CONJUNCTION WITH THE 90TH ANNIVERSARY OF THE CLUB. PLEDGES WERE RECEIVED FOR PAYMENT OVER FIVE (5) YEARS. 125 CLUB MEMBERS CONTRIBUTED 819,255 THROUGH 2016 TO THE 90TH ANNIVERSARY CAMPAIGN. 4.IN 2017 A NEW FUND RAISING CAMPAIGN WAS UNDERTAKEN BY THE CLUB FOR THE FOUNDATION IN CONJUNCTION WITH THE 100TH ANNIVERSARY OF THE CLUB. 73 MEMBERS HAVE PLEDGED 284,300 OVER FIVE (5) YEARS. THROUGH FISCAL YEAR 2017 END JUNE 30, 2018 62 MEMBERS HAVE CONTRIBUTED 73,819 TO THE 100TH ANNIVERSARY CAMPAIGN. GOVERNING BODY OF THE ST. JOSEPH-BENTON HARBOR ROTARY CLUB FOUNDATION (THE FOUNDATION): 1.THE BOARD OF DIRECTORS OF THE FOUNDATION INCLUDES THE THREE (3) MOST RECENT PAST-PRESIDENTS OF THE ST. JOSEPH-BENTON HARBOR ROTARY CLUB (THE CLUB) AND SIX (6) CLUB MEMBERS-AT-LARGE ELECTED TO STAGGERED THREE (3) YEAR TERMS WITH ELIGIBILITY FOR TWO (2) CONSECUTIVE THREE (3) YEAR TERMS. MEMBERS-AT-LARGE MUST BE CONTRIBUTORS TO THE FOUNDATION. 2.MEMBERS OF THE CLUB ARE MEMBERS OF THE FOUNDATION. MEMBERS OF THE CLUB PAY ANNUAL DUES TO THE ST. JOSEPH-BENTON HARBOR ROTARY CLUB THAT INCLUDES DUES PAYABLE TO ROTARY INTERNATIONAL AND THE ROTARY CLUB DISTRICT. ANNUAL ST. JOSEPH-BENTON HARBOR ROTARY CLUB FOUNDATION (THE FOUNDATION) GRANTS: 1.THE FOUNDATION MAKES ANNUAL GRANTS TO NON-PROFIT AND GOVERNMENT ORGANIZATIONS IN THE GREATER ST. JOSEPH - BENTON HARBOR MICHIGAN COMMUNITY. 2.THE MISSION STATEMENT OF THE FOUNDATION IS TO IMPROVE LIVES IN THE GREATER ST. JOSEPH/BENTON HARBOR COMMUNITY BY SUPPORTING PROJECTS THAT FOCUS ON: (1) IMPROVEMENT OF HEALTH; (2) SUPPORT OF EDUCATION; (3) ECONOMIC AND COMMUNITY DEVELOPMENT; AND (4) OTHER ROTARY INTERNATIONAL INITIATIVES THAT HAVE LOCAL IMPACT. 3.SINCE THE FIRST GRANT IN 1993 ANNUAL GRANTS BEGAN BEING MADE IN 1997. THROUGH 2017 THE FOUNDATION HAS MADE 100 GRANTS TOTALING 830,650. 4.A LISTING OF GRANTS MADE BY THE FOUNDATION FOLLOWS AS PAGES 8.2 - 8.4. YEAR/RECIPIENTS/GRANT AMOUNT: 2018 BERRIEN CASS VAN BUREN KINEXUS 7,500 BERRIEN COUNTY COUNCIL FOR CHILDREN 10,000 BOYS & GIRLS CLUB BENTON HARBOR 10,000 CORNERSTONE ALLIANCE 3,250 HILLSDALE (BERRIEN COUNTY) CASA 7,750 LOGAN COMMUNITY RESOURCES, INC 5,000 ST. JOSEPH-LINCOLN SENIOR CENTER 10,000 THE BARK ANGELS 2,500 YMCA OF SWMI 5,000 2018 TOTAL 61,000 2017 CITIZENS MEDIATION SERVICE 7,000 CURIOUS KIDS' MUSEUM 7,500 SARETT NATURE CENTER, INC. 9,500 SECOND HARVEST GLEANERS FOOD BANK OF WEST MI 7,800 SENIOR NUTRITION SERVICES REGION IV 8,000 SOUTHWEST MICHIGAN SOCCER CLUB, INC. 5,000 THE BARK ANGELS, INC. 5,000 WINNING INC. OF AMERICA 8,200 2017 TOTAL 58,000 2016 CORNERSTONE ALLIANCE 5,000 HOSPICE AT HOME, INC./LORY'S PLACE 10,000 LOGAN AUTISM LEARNING CENTER - SWMI 10,000 OVERFLOW CHRISTIAN COMMUNITY DEVELOPMENT ASSN 8,000 REGION IV AREA AGENCY ON AGING 5,000 SECOND HARVEST GLEANERS FOOD BANK OF WEST MI 7,000 SENIOR NUTRITION SERVICES REGION IV 7,000 UNITED WAY OF SOUTHWEST MICHIGAN 5,000 2016 TOTAL 57,000 2015 BOYS & GIRLS CLUBS OF BENTON HARBOR 5,000 THE CURIOUS KIDS' MUSEUM 14,000 DISABILITY NETWORK OF SW MI - BERRIEN/CASS 7,500 HOSPICE AT HOME, INC. 5,000 SARETT NATURE CENTER, INC. 5,800 SENIOR NUTRITION SERVICES REGION IV 7,000 THE SOUP KITCHEN, INC. 5,000 VOLUNTEER SOUTHWEST MICHIGAN, INC. 8,700 2015 TOTAL 58,000 2014 REGION IV AREA AGENCY ON AGING 6,500 BENTON HARBOR-ST. JOSEPH YMCA 10,000 BERRIEN FAMILIES PLUS, INC. 5,000 CITY OF ST. JOSEPH 10,000 SENIOR NUTRITION SERVICES REGION IV 7,000 THE HERITAGE MUSEUM AND CULTURAL CENTER 5,000 VISIONS OF WISDOM 5,000 WINNING INC. OF AMERICA 6,500 2014 TOTAL 55,000 2013 BERRIEN COUNTY HEALTH DEPARTMENT 5,000 CALLING ALL COLORS OF SOUTHWEST MICHIGAN 5,000 GATEWAY, INC. 9,000 OVERFLOW CHRISTIAN COMMUNITY DEVELOPMENT ASSN 10,000 SARETT NATURE CENTER, INC. 5,000 SENIOR NUTRITION SERVICES REGION IV 7,000 THE HERITAGE MUSEUM AND CULTURAL CENTER 9,000 2013 TOTAL 50,000 2012 BERRIEN COUNTY ASSOCIATION OF CHURCHES 10,000 HEALING PAWS, INC. - LAKELAND HEALTH FOUNDATION 10,000 SARETT NATURE CENTER, INC. 10,000 WATER STREET GLASSWORKS 6,000 WINNING, INC. (CHALLENGE GRANT) 10,000 2012 TOTAL 46,000 2011 REGION IV AREA AGENCY ON AGING 25,000 BERRIEN COUNTY HEALTH DEPARTMENT 5,000 THE HERITAGE MUSEUM AND CULTURAL CENTER 5,000 UNITED WAY OF WOUTHWEST MICHIGAN 9,000 WINNING, INC. 10,000 2011 TOTAL 54,000 2010 THE BOYS & GIRLS CLUB 5,000 JUNIOR ACHIEVEMENT OF MICHIANA 2,500 LAKELAND HEALTH FOUNDATION 5,000 READY TAE KWAN DO 5,000 SARETT NATURE CENTER 5,000 ST. JOSEPH PUBLIC SCHOOLS FOUNDATION 5,000 WINNING, INC. 10,000 2010 TOTAL 37,500 2009 WATER STREET GLASSWORKS 5,000 CALLING ALL COLORS 5,000 BC SHERIFF'S DEPT. 5,000 CHILD AND FAMILY SERVICES 5,000 ST. AUGUSTINE OF CANTERBURY EPISCOPAL CHURCH 5,000 LEST WE FORGET 10,000 2009 TOTAL 35,000 2008 BERRIEN COUNTY HISTORICAL SOCIETY 6,000 SILVER BEACH CAROUSEL SOCIETY 5,000 BOYS AND GIRLS CLUB OF BENTON HARBOR 10,000 LITTLE SQUIRT - YWCA 5,000 CHALLENGE GRANT 2008 TOTAL 26,000 2007 AREA AGENCY ON AGING 18,900 YWCA 8,150 BERRIEN COUNTY HEALTH DEPARTMENT 5,600 2007 TOTAL 32,650 2006 SENIOR NUTRITION SERVICES 16,000 GATEWAY 7,500 CHILD AND FAMILY SERVICES - CHALLENGE GRANT 2006 TOTAL 23,500 2005 CURIOUS KIDS MUSEUM 13,000 SARETT NATURE CENTER 12,000 2005 TOTAL 25,000 2004 HABITAT FOR HUMANITY 25,000 2004 TOTAL 25,000 2003 ST. JOSEPH PUBLIC SCHOOLS 14,500 CORNERSTONE ALLIANCE 8,000 COUNCIL FOR WORLD CLASS COMMUNITY 5,000 2003 TOTAL 27,500 2002 AREA AGENCY ON AGING 15,000 BHAS 10,000 SW MI SYMPHONY 5,000 2002 TOTAL 30,000 2001 YMCA 10,000 BC COUNCIL FOR CHILDREN 10,000 WINNING, INC. 10,000 LITERACY COUNCIL 7,000 2001 TOTAL 37,000 2000 AREA AGENCY ON AGING 10,000 CURIOUS KID'S MUSEUM 11,500 AMER. YOUTH SOCCER ORGANIZATION 11,500 LAKELAND HEALTH FOUNDATION 30,000 2000 TOTAL 63,000 1999 WINNING, INC. 10,000 ANDREWS UNIVERSITY 10,000 SEX CAN WAIT. INC. 7,000 SALVATION ARMY 5,000 SJ CHARTER TOWNSHIP 10,000 1999 TOTAL 42,000 1998 WINNING, INC. 8,000 SEX CAN WAIT, INC 7,000 WESTERN MICHIGAN UNIVERSITY 6,000 SJ SCHOOLS PLANETARIUM 6,000 1998 TOTAL 27,000 1997 WINNING, INC 10,000 COMM. PARTNERSHIP FOR LIFELONG LEARN. 10,000 1997 TOTAL 20,000 1993 BERRIEN COUNTY PARKS DEPARTMENT 1,500 1993 TOTAL 1,500 TOTAL GRANTS AWARDED 891,650

Facts And Circumstances Test

PART VI SUPPLEMENTAL INFORMATION; PART II, LINE 17A: HOW THE ST. JOSEPH-BENTON HARBOR ROTARY CLUB FOUNDATION MEETS THE "FACTS AND CIRCUMSTANCES" TEST. PROGRAM FOR SOLICITATION OF FUNDS: 1.THE ST. JOSEPH-BENTON HARBOR ROTARY CLUB (THE CLUB) ESTABLISHED THE ST. JOSEPH-BENTON HARBOR ROTARY CLUB FOUNDATION (THE FOUNDATION) IN 1980 TO RAISE FUNDS FROM WHICH TO MAKE ANNUAL GRANTS TO NON-PROFIT ORGANIZATIONS IN THE GREATER ST. JOSEPH - BENTON HARBOR MICHIGAN COMMUNITY THAT COMPRISES THE PRIMARY CLUB SERVICE AREA. 2.ALL NEW MEMBERS OF THE CLUB ARE SOLICITED TO CONTRIBUTE TO THE FOUNDATION. CLUB MEMBERS ARE NOT REQUIRED TO CONTRIBUTE TO THE FOUNDATION. 3.IN 2007 A MAJOR FUND RAISING PROGRAM WAS UNDERTAKEN FOR THE FOUNDATION IN CONJUNCTION WITH THE 90TH ANNIVERSARY OF THE CLUB. PLEDGES WERE RECEIVED FOR PAYMENT OVER FIVE (5) YEARS. 125 CLUB MEMBERS CONTRIBUTED 819,255 THROUGH 2016 TO THE 90TH ANNIVERSARY CAMPAIGN. 4.IN 2017 A NEW FUND RAISING CAMPAIGN WAS UNDERTAKEN BY THE CLUB FOR THE FOUNDATION IN CONJUNCTION WITH THE 100TH ANNIVERSARY OF THE CLUB. 73 MEMBERS HAVE PLEDGED 284,300 OVER FIVE (5) YEARS. THROUGH FISCAL YEAR 2017 END JUNE 30, 2018 62 MEMBERS HAVE CONTRIBUTED 73,819 TO THE 100TH ANNIVERSARY CAMPAIGN. GOVERNING BODY OF THE ST. JOSEPH-BENTON HARBOR ROTARY CLUB FOUNDATION (THE FOUNDATION): 1.THE BOARD OF DIRECTORS OF THE FOUNDATION INCLUDES THE THREE (3) MOST RECENT PAST-PRESIDENTS OF THE ST. JOSEPH-BENTON HARBOR ROTARY CLUB (THE CLUB) AND SIX (6) CLUB MEMBERS-AT-LARGE ELECTED TO STAGGERED THREE (3) YEAR TERMS WITH ELIGIBILITY FOR TWO (2) CONSECUTIVE THREE (3) YEAR TERMS. MEMBERS-AT-LARGE MUST BE CONTRIBUTORS TO THE FOUNDATION. 2.MEMBERS OF THE CLUB ARE MEMBERS OF THE FOUNDATION. MEMBERS OF THE CLUB PAY ANNUAL DUES TO THE ST. JOSEPH-BENTON HARBOR ROTARY CLUB THAT INCLUDES DUES PAYABLE TO ROTARY INTERNATIONAL AND THE ROTARY CLUB DISTRICT. ANNUAL ST. JOSEPH-BENTON HARBOR ROTARY CLUB FOUNDATION (THE FOUNDATION) GRANTS: 1.THE FOUNDATION MAKES ANNUAL GRANTS TO NON-PROFIT AND GOVERNMENT ORGANIZATIONS IN THE GREATER ST. JOSEPH - BENTON HARBOR MICHIGAN COMMUNITY. 2.THE MISSION STATEMENT OF THE FOUNDATION IS TO IMPROVE LIVES IN THE GREATER ST. JOSEPH/BENTON HARBOR COMMUNITY BY SUPPORTING PROJECTS THAT FOCUS ON: (1) IMPROVEMENT OF HEALTH; (2) SUPPORT OF EDUCATION; (3) ECONOMIC AND COMMUNITY DEVELOPMENT; AND (4) OTHER ROTARY INTERNATIONAL INITIATIVES THAT HAVE LOCAL IMPACT. 3.SINCE THE FIRST GRANT IN 1993 ANNUAL GRANTS BEGAN BEING MADE IN 1997. THROUGH 2017 THE FOUNDATION HAS MADE 100 GRANTS TOTALING 830,650. 4.A LISTING OF GRANTS MADE BY THE FOUNDATION FOLLOWS AS PAGES 8.2 - 8.4. YEAR/RECIPIENTS/GRANT AMOUNT: 2018 BERRIEN CASS VAN BUREN KINEXUS 7,500 BERRIEN COUNTY COUNCIL FOR CHILDREN 10,000 BOYS & GIRLS CLUB BENTON HARBOR 10,000 CORNERSTONE ALLIANCE 3,250 HILLSDALE (BERRIEN COUNTY) CASA 7,750 LOGAN COMMUNITY RESOURCES, INC 5,000 ST. JOSEPH-LINCOLN SENIOR CENTER 10,000 THE BARK ANGELS 2,500 YMCA OF SWMI 5,000 2018 TOTAL 61,000 2017 CITIZENS MEDIATION SERVICE 7,000 CURIOUS KIDS' MUSEUM 7,500 SARETT NATURE CENTER, INC. 9,500 SECOND HARVEST GLEANERS FOOD BANK OF WEST MI 7,800 SENIOR NUTRITION SERVICES REGION IV 8,000 SOUTHWEST MICHIGAN SOCCER CLUB, INC. 5,000 THE BARK ANGELS, INC. 5,000 WINNING INC. OF AMERICA 8,200 2017 TOTAL 58,000 2016 CORNERSTONE ALLIANCE 5,000 HOSPICE AT HOME, INC./LORY'S PLACE 10,000 LOGAN AUTISM LEARNING CENTER - SWMI 10,000 OVERFLOW CHRISTIAN COMMUNITY DEVELOPMENT ASSN 8,000 REGION IV AREA AGENCY ON AGING 5,000 SECOND HARVEST GLEANERS FOOD BANK OF WEST MI 7,000 SENIOR NUTRITION SERVICES REGION IV 7,000 UNITED WAY OF SOUTHWEST MICHIGAN 5,000 2016 TOTAL 57,000 2015 BOYS & GIRLS CLUBS OF BENTON HARBOR 5,000 THE CURIOUS KIDS' MUSEUM 14,000 DISABILITY NETWORK OF SW MI - BERRIEN/CASS 7,500 HOSPICE AT HOME, INC. 5,000 SARETT NATURE CENTER, INC. 5,800 SENIOR NUTRITION SERVICES REGION IV 7,000 THE SOUP KITCHEN, INC. 5,000 VOLUNTEER SOUTHWEST MICHIGAN, INC. 8,700 2015 TOTAL 58,000 2014 REGION IV AREA AGENCY ON AGING 6,500 BENTON HARBOR-ST. JOSEPH YMCA 10,000 BERRIEN FAMILIES PLUS, INC. 5,000 CITY OF ST. JOSEPH 10,000 SENIOR NUTRITION SERVICES REGION IV 7,000 THE HERITAGE MUSEUM AND CULTURAL CENTER 5,000 VISIONS OF WISDOM 5,000 WINNING INC. OF AMERICA 6,500 2014 TOTAL 55,000 2013 BERRIEN COUNTY HEALTH DEPARTMENT 5,000 CALLING ALL COLORS OF SOUTHWEST MICHIGAN 5,000 GATEWAY, INC. 9,000 OVERFLOW CHRISTIAN COMMUNITY DEVELOPMENT ASSN 10,000 SARETT NATURE CENTER, INC. 5,000 SENIOR NUTRITION SERVICES REGION IV 7,000 THE HERITAGE MUSEUM AND CULTURAL CENTER 9,000 2013 TOTAL 50,000 2012 BERRIEN COUNTY ASSOCIATION OF CHURCHES 10,000 HEALING PAWS, INC. - LAKELAND HEALTH FOUNDATION 10,000 SARETT NATURE CENTER, INC. 10,000 WATER STREET GLASSWORKS 6,000 WINNING, INC. (CHALLENGE GRANT) 10,000 2012 TOTAL 46,000 2011 REGION IV AREA AGENCY ON AGING 25,000 BERRIEN COUNTY HEALTH DEPARTMENT 5,000 THE HERITAGE MUSEUM AND CULTURAL CENTER 5,000 UNITED WAY OF WOUTHWEST MICHIGAN 9,000 WINNING, INC. 10,000 2011 TOTAL 54,000 2010 THE BOYS & GIRLS CLUB 5,000 JUNIOR ACHIEVEMENT OF MICHIANA 2,500 LAKELAND HEALTH FOUNDATION 5,000 READY TAE KWAN DO 5,000 SARETT NATURE CENTER 5,000 ST. JOSEPH PUBLIC SCHOOLS FOUNDATION 5,000 WINNING, INC. 10,000 2010 TOTAL 37,500 2009 WATER STREET GLASSWORKS 5,000 CALLING ALL COLORS 5,000 BC SHERIFF'S DEPT. 5,000 CHILD AND FAMILY SERVICES 5,000 ST. AUGUSTINE OF CANTERBURY EPISCOPAL CHURCH 5,000 LEST WE FORGET 10,000 2009 TOTAL 35,000 2008 BERRIEN COUNTY HISTORICAL SOCIETY 6,000 SILVER BEACH CAROUSEL SOCIETY 5,000 BOYS AND GIRLS CLUB OF BENTON HARBOR 10,000 LITTLE SQUIRT - YWCA 5,000 CHALLENGE GRANT 2008 TOTAL 26,000 2007 AREA AGENCY ON AGING 18,900 YWCA 8,150 BERRIEN COUNTY HEALTH DEPARTMENT 5,600 2007 TOTAL 32,650 2006 SENIOR NUTRITION SERVICES 16,000 GATEWAY 7,500 CHILD AND FAMILY SERVICES - CHALLENGE GRANT 2006 TOTAL 23,500 2005 CURIOUS KIDS MUSEUM 13,000 SARETT NATURE CENTER 12,000 2005 TOTAL 25,000 2004 HABITAT FOR HUMANITY 25,000 2004 TOTAL 25,000 2003 ST. JOSEPH PUBLIC SCHOOLS 14,500 CORNERSTONE ALLIANCE 8,000 COUNCIL FOR WORLD CLASS COMMUNITY 5,000 2003 TOTAL 27,500 2002 AREA AGENCY ON AGING 15,000 BHAS 10,000 SW MI SYMPHONY 5,000 2002 TOTAL 30,000 2001 YMCA 10,000 BC COUNCIL FOR CHILDREN 10,000 WINNING, INC. 10,000 LITERACY COUNCIL 7,000 2001 TOTAL 37,000 2000 AREA AGENCY ON AGING 10,000 CURIOUS KID'S MUSEUM 11,500 AMER. YOUTH SOCCER ORGANIZATION 11,500 LAKELAND HEALTH FOUNDATION 30,000 2000 TOTAL 63,000 1999 WINNING, INC. 10,000 ANDREWS UNIVERSITY 10,000 SEX CAN WAIT. INC. 7,000 SALVATION ARMY 5,000 SJ CHARTER TOWNSHIP 10,000 1999 TOTAL 42,000 1998 WINNING, INC. 8,000 SEX CAN WAIT, INC 7,000 WESTERN MICHIGAN UNIVERSITY 6,000 SJ SCHOOLS PLANETARIUM 6,000 1998 TOTAL 27,000 1997 WINNING, INC 10,000 COMM. PARTNERSHIP FOR LIFELONG LEARN. 10,000 1997 TOTAL 20,000 1993 BERRIEN COUNTY PARKS DEPARTMENT 1,500 1993 TOTAL 1,500 TOTAL GRANTS AWARDED 891,650

Return Reference	Explanation
PART II, LINE 17A	PART VI SUPPLEMENTAL INFORMATION; PART II, LINE 17A: HOW THE ST. JOSEPH-BENTON HARBOR ROTARY CLUB FOUNDATION MEETS THE "FACTS AND CIRCUMSTANCES" TEST. PROGRAM FOR SOLICITATION OF FUNDS: 1.THE ST. JOSEPH-BENTON HARBOR ROTARY CLUB (THE CLUB) ESTABLISHED THE ST. JOSEPH-BENTON HARBOR ROTARY CLUB FOUNDATION (THE FOUNDATION) IN 1980 TO RAISE FUNDS FROM WHICH TO MAKE ANNUAL GRANTS TO NON-PROFIT ORGANIZATIONS IN THE GREATER ST. JOSEPH - BENTON HARBOR MICHIGAN COMMUNITY THAT COMPRISES THE PRIMARY CLUB SERVICE AREA. 2.ALL NEW MEMBERS OF THE CLUB ARE SOLICITED TO CONTRIBUTE TO THE FOUNDATION. CLUB MEMBERS ARE NOT REQUIRED TO CONTRIBUTE TO THE FOUNDATION. 3.IN 2007 A MAJOR FUND RAISING PROGRAM WAS UNDERTAKEN FOR THE FOUNDATION IN CONJUNCTION WITH THE 90TH ANNIVERSARY OF THE CLUB. PLEDGES WERE RECEIVED FOR PAYMENT OVER FIVE (5) YEARS. 125 CLUB MEMBERS CONTRIBUTED 819,255 THROUGH 2016 TO THE 90TH ANNIVERSARY CAMPAIGN. 4.IN 2017 A NEW FUND RAISING CAMPAIGN WAS UNDERTAKEN BY THE CLUB FOR THE FOUNDATION IN CONJUNCTION WITH THE 100TH ANNIVERSARY OF THE CLUB. 73 MEMBERS HAVE PLEDGED 284,300 OVER FIVE (5) YEARS. THROUGH FISCAL YEAR 2017 END JUNE 30, 2018 62 MEMBERS HAVE CONTRIBUTED 73,819 TO THE 100TH ANNIVERSARY CAMPAIGN. GOVERNING BODY OF THE ST. JOSEPH-BENTON HARBOR ROTARY CLUB FOUNDATION (THE FOUNDATION): 1.THE BOARD OF DIRECTORS OF THE FOUNDATION INCLUDES THE THREE (3) MOST RECENT PAST-PRESIDENTS OF THE ST. JOSEPH-BENTON HARBOR ROTARY CLUB (THE CLUB) AND SIX (6) CLUB MEMBERS-AT-LARGE ELECTED TO STAGGERED THREE (3) YEAR TERMS WITH ELIGIBILITY FOR TWO (2) CONSECUTIVE THREE (3) YEAR TERMS. MEMBERS-AT-LARGE MUST BE CONTRIBUTORS TO THE FOUNDATION. 2.MEMBERS OF THE CLUB ARE MEMBERS OF THE FOUNDATION. MEMBERS OF THE CLUB PAY ANNUAL DUES TO THE ST. JOSEPH-BENTON HARBOR ROTARY CLUB THAT INCLUDES DUES PAYABLE TO ROTARY INTERNATIONAL AND THE ROTARY CLUB DISTRICT. ANNUAL ST. JOSEPH-BENTON HARBOR ROTARY CLUB FOUNDATION (THE FOUNDATION) GRANTS: 1.THE FOUNDATION MAKES ANNUAL GRANTS TO NON-PROFIT AND GOVERNMENT ORGANIZATIONS IN THE GREATER ST. JOSEPH - BENTON HARBOR MICHIGAN COMMUNITY. 2.THE MISSION STATEMENT OF THE FOUNDATION IS TO IMPROVE LIVES IN THE GREATER ST. JOSEPH/BENTON HARBOR COMMUNITY BY SUPPORTING PROJECTS THAT FOCUS ON: (1) IMPROVEMENT OF HEALTH; (2) SUPPORT OF EDUCATION; (3) ECONOMIC AND COMMUNITY DEVELOPMENT; AND (4) OTHER ROTARY INTERNATIONAL INITIATIVES THAT HAVE LOCAL IMPACT. 3.SINCE THE FIRST GRANT IN 1993 ANNUAL GRANTS BEGAN BEING MADE IN 1997. THROUGH 2017 THE FOUNDATION HAS MADE 100 GRANTS TOTALING 830,650. 4.A LISTING OF GRANTS MADE BY THE FOUNDATION FOLLOWS AS PAGES 8.2 - 8.4. YEAR/RECIPIENTS/GRANT AMOUNT: 2018 BERRIEN CASS VAN BUREN KINEXUS 7,500 BERRIEN COUNTY COUNCIL FOR CHILDREN 10,000 BOYS & GIRLS CLUB BENTON HARBOR 10,000 CORNERSTONE ALLIANCE 3,250 HILLSDALE (BERRIEN COUNTY) CASA 7,750 LOGAN COMMUNITY RESOURCES, INC 5,000 ST. JOSEPH-LINCOLN SENIOR CENTER 10,000 THE BARK ANGELS 2,500 YMCA OF SWMI 5,000 2018 TOTAL 61,000 2017 CITIZENS MEDIATION SERVICE 7,000 CURIOUS KIDS' MUSEUM 7,500 SARETT NATURE CENTER, INC. 9,500 SECOND HARVEST GLEANERS FOOD BANK OF WEST MI 7,800 SENIOR NUTRITION SERVICES REGION IV 8,000 SOUTHWEST MICHIGAN SOCCER CLUB, INC. 5,000 THE BARK ANGELS, INC. 5,000 WINNING INC. OF AMERICA 8,200 2017 TOTAL 58,000 2016 CORNERSTONE ALLIANCE 5,000 HOSPICE AT HOME, INC./LORY'S PLACE 10,000 LOGAN AUTISM LEARNING CENTER - SWMI 10,000 OVERFLOW CHRISTIAN COMMUNITY DEVELOPMENT ASSN 8,000 REGION IV AREA AGENCY ON AGING 5,000 SECOND HARVEST GLEANERS FOOD BANK OF WEST MI 7,000 SENIOR NUTRITION SERVICES REGION IV 7,000 UNITED WAY OF SOUTHWEST MICHIGAN 5,000 2016 TOTAL 57,000 2015 BOYS & GIRLS CLUBS OF BENTON HARBOR 5,000 THE CURIOUS KIDS' MUSEUM 14,000 DISABILITY NETWORK OF SW MI - BERRIEN/CASS 7,500 HOSPICE AT HOME, INC. 5,000 SARETT NATURE CENTER, INC. 5,800 SENIOR NUTRITION SERVICES REGION IV 7,000 THE SOUP KITCHEN, INC. 5,000 VOLUNTEER SOUTHWEST MICHIGAN, INC. 8,700 2015 TOTAL 58,000 2014 REGION IV AREA AGENCY ON AGING 6,500 BENTON HARBOR-ST. JOSEPH YMCA 10,000 BERRIEN FAMILIES PLUS, INC. 5,000 CITY OF ST. JOSEPH 10,000 SENIOR NUTRITION SERVICES REGION IV 7,000 THE HERITAGE MUSEUM AND CULTURAL CENTER 5,000 VISIONS OF WISDOM 5,000 WINNING INC. OF AMERICA 6,500 2014 TOTAL 55,000 2013 BERRIEN COUNTY HEALTH DEPARTMENT 5,000 CALLING ALL COLORS OF SOUTHWEST MICHIGAN 5,000 GATEWAY, INC. 9,000 OVERFLOW CHRISTIAN COMMUNITY DEVELOPMENT ASSN 10,000 SARETT NATURE CENTER, INC. 5,000 SENIOR NUTRITION SERVICES REGION IV 7,000 THE HERITAGE MUSEUM AND CULTURAL CENTER 9,000 2013 TOTAL 50,000 2012 BERRIEN COUNTY ASSOCIATION OF CHURCHES 10,000 HEALING PAWS, INC. - LAKELAND HEALTH FOUNDATION 10,000 SARETT NATURE CENTER, INC. 10,000 WATER STREET GLASSWORKS 6,000 WINNING, INC. (CHALLENGE GRANT) 10,000 2012 TOTAL 46,000 2011 REGION IV AREA AGENCY ON AGING 25,000 BERRIEN COUNTY HEALTH DEPARTMENT 5,000 THE HERITAGE MUSEUM AND CULTURAL CENTER 5,000 UNITED WAY OF WOUTHWEST MICHIGAN 9,000 WINNING, INC. 10,000 2011 TOTAL 54,000 2010 THE BOYS & GIRLS CLUB 5,000 JUNIOR ACHIEVEMENT OF MICHIANA 2,500 LAKELAND HEALTH FOUNDATION 5,000 READY TAE KWAN DO 5,000 SARETT NATURE CENTER 5,000 ST. JOSEPH PUBLIC SCHOOLS FOUNDATION 5,000 WINNING, INC. 10,000 2010 TOTAL 37,500 2009 WATER STREET GLASSWORKS 5,000 CALLING ALL COLORS 5,000 BC SHERIFF'S DEPT. 5,000 CHILD AND FAMILY SERVICES 5,000 ST. AUGUSTINE OF CANTERBURY EPISCOPAL CHURCH 5,000 LEST WE FORGET 10,000 2009 TOTAL 35,000 2008 BERRIEN COUNTY HISTORICAL SOCIETY 6,000 SILVER BEACH CAROUSEL SOCIETY 5,000 BOYS AND GIRLS CLUB OF BENTON HARBOR 10,000 LITTLE SQUIRT - YWCA 5,000 CHALLENGE GRANT 2008 TOTAL 26,000 2007 AREA AGENCY ON AGING 18,900 YWCA 8,150 BERRIEN COUNTY HEALTH DEPARTMENT 5,600 2007 TOTAL 32,650 2006 SENIOR NUTRITION SERVICES 16,000 GATEWAY 7,500 CHILD AND FAMILY SERVICES - CHALLENGE GRANT 2006 TOTAL 23,500 2005 CURIOUS KIDS MUSEUM 13,000 SARETT NATURE CENTER 12,000 2005 TOTAL 25,000 2004 HABITAT FOR HUMANITY 25,000 2004 TOTAL 25,000 2003 ST. JOSEPH PUBLIC SCHOOLS 14,500 CORNERSTONE ALLIANCE 8,000 COUNCIL FOR WORLD CLASS COMMUNITY 5,000 2003 TOTAL 27,500 2002 AREA AGENCY ON AGING 15,000 BHAS 10,000 SW MI SYMPHONY 5,000 2002 TOTAL 30,000 2001 YMCA 10,000 BC COUNCIL FOR CHILDREN 10,000 WINNING, INC. 10,000 LITERACY COUNCIL 7,000 2001 TOTAL 37,000 2000 AREA AGENCY ON AGING 10,000 CURIOUS KID'S MUSEUM 11,500 AMER. YOUTH SOCCER ORGANIZATION 11,500 LAKELAND HEALTH FOUNDATION 30,000 2000 TOTAL 63,000 1999 WINNING, INC. 10,000 ANDREWS UNIVERSITY 10,000 SEX CAN WAIT. INC. 7,000 SALVATION ARMY 5,000 SJ CHARTER TOWNSHIP 10,000 1999 TOTAL 42,000 1998 WINNING, INC. 8,000 SEX CAN WAIT, INC 7,000 WESTERN MICHIGAN UNIVERSITY 6,000 SJ SCHOOLS PLANETARIUM 6,000 1998 TOTAL 27,000 1997 WINNING, INC 10,000 COMM. PARTNERSHIP FOR LIFELONG LEARN. 10,000 1997 TOTAL 20,000 1993 BERRIEN COUNTY PARKS DEPARTMENT 1,500 1993 TOTAL 1,500 TOTAL GRANTS AWARDED 891,650

Return Reference

Explanation

PART II, LINE 17A

Schedule A (Form 990 or 990-EZ) 2019

Additional Data

Software ID:
Software Version:


Name of organization ST JOSEPHBENTON HARBOR ROTARY FOUNDATION INC	Employer identification number 38-2336366
Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)


Name of organization ST JOSEPHBENTON HARBOR ROTARY FOUNDATION INC	Employer identification number 38-2336366
Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) BERRIEN CASS VAN BUREN WORKFORCE DE BERRIEN CASS VAN BUREN WORKFORCE DE 499 W MAIN STREET 499 W MAIN STREET BENTON HARBOR,MI49022	38-3287818	501C3	7,850	OPERATIONS
(2) CASA OF SOUTHWESTERN MI CASA OF SOUTHWESTERN MI PO BOX 1146 PO BOX 1146 BENTON HARBOR,MI49023	83-3301571	501C3	7,350	OPERATIONS
(3) MOSAIC CCDA MOSAIC CCDA 38 WEST WALL STREET 38 WEST WALL STREET BENTON HARBOR,MI49022	27-1050319	501C3	15,000	OPERATIONS
(4) LOGAN COMMUNITY RESOURCES INC LOGAN COMMUNITY RESOURCES INC 2505 E JEFFERSON BLVD 2505 E JEFFERSON BLVD SOUTH BEND,IN46615	35-0965639	501C3	5,800	OPERATIONS
(5) ST JOSEPH-LINCOLN SENIOR SERVICE C ST JOSEPH-LINCOLN SENIOR CENTER 3271 LINCOLN AVE 3271 LINCOLN AVE ST JOSEPH,MI49085	38-2085893	501C3	8,000	OPERATIONS

(a) Name and address of organization
or government

(b) EIN

(c) IRC section
(if applicable)

(d) Amount of cash grant

(e) Amount of non-cash
assistance

(f) Method of valuation
(book, FMV, appraisal,
other)

(g) Description of
noncash assistance

(h) Purpose of grant
or assistance

(1) BERRIEN CASS VAN BUREN WORKFORCE DE
BERRIEN CASS VAN BUREN WORKFORCE DE
499 W MAIN STREET
499 W MAIN STREET
BENTON HARBOR,MI49022

38-3287818

501C3

7,850

OPERATIONS

(2) CASA OF SOUTHWESTERN MI
CASA OF SOUTHWESTERN MI
PO BOX 1146
PO BOX 1146
BENTON HARBOR,MI49023

83-3301571

501C3

7,350

OPERATIONS

(3) MOSAIC CCDA
MOSAIC CCDA
38 WEST WALL STREET
38 WEST WALL STREET
BENTON HARBOR,MI49022

27-1050319

501C3

15,000

OPERATIONS

(4) LOGAN COMMUNITY RESOURCES INC
LOGAN COMMUNITY RESOURCES INC
2505 E JEFFERSON BLVD
2505 E JEFFERSON BLVD
SOUTH BEND,IN46615

35-0965639

501C3

5,800

OPERATIONS

(5) ST JOSEPH-LINCOLN SENIOR SERVICE C
ST JOSEPH-LINCOLN SENIOR CENTER
3271 LINCOLN AVE
3271 LINCOLN AVE
ST JOSEPH,MI49085

38-2085893

501C3

8,000

OPERATIONS

Return Reference	Explanation
SCHEDULE I, PAGE 1, PART I, LINE 2	THE ORGANIZATION REQUIRES ALL GRANT RECIPIENTS TO COMPLETE A REPORT ON THE USAGE OF THE GRANT FUNDS AND RETURN IT TO THE ORGANIZATION FOR MONITORING. ANY FUNDS NOT USED WITHIN ONE YEAR OF THE GRANT ARE REQUIRED TO BE RETURNED TO THE ORGANIZATION.

Return Reference

Explanation

SCHEDULE I, PAGE 1, PART I, LINE 2

THE ORGANIZATION REQUIRES ALL GRANT RECIPIENTS TO COMPLETE A REPORT ON THE USAGE OF THE GRANT FUNDS AND RETURN IT TO THE ORGANIZATION FOR MONITORING. ANY FUNDS NOT USED WITHIN ONE YEAR OF THE GRANT ARE REQUIRED TO BE RETURNED TO THE ORGANIZATION.

Return Reference

Explanation

FORM 990 - ORGANIZATION'S MISSION

THE FOUNDATION IS TO IMPROVE THE QUALITY OF LIFE IN THE GREATER ST. JOSEPH/BENTON HARBOR COMMUNITY BY SUPPORTING 1) HUMAN DEVELOPMENT PROJECTS THAT PROMOTE HEALTH, EDUCATION AND SELF-DEVELOPMENT, AND 2) COMMUNITY DEVELOPMENT PROJECTS THAT ENHANCE THE PHYSICAL ASPECTS OF THE COMMUNITY.

FORM 990, PAGE 6, PART VI, LINE 11B

FORM 990 WAS REVIEWED BY THE ORGANIZATION'S SECRETARY AND TREASURER.

FORM 990, PAGE 6, PART VI, LINE 12C

DISCUSSED AT ANNUAL MEETING. NO CONFLICTS EXISTED.

FORM 990, PAGE 6, PART VI, LINE 19

GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST FROM THE FOUNDATION SECRETARY OF THE ORGANIZATION.

1	Briefly describe the organization’s mission or most significant activities: THE FOUNDATION IS TO IMPROVE THE QUALITY OF LIFE IN THE GREATER ST. JOSEPH/BENTON HARBOR COMMUNITY BY SUPPORTING 1) HUMAN DEVELOPMENT PROJECTS THAT PROMOTE HEALTH, EDUCATION AND SELF-DEVELOPMENT, AND 2) COMMUNITY DEVELOPMENT PROJECTS THAT ENHANCE THE PHYSICAL ASPECTS OF THE COMMUNITY.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	10
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	0
5	Total number of individuals employed in calendar year 2019 (Part V, line 2a) ......	5	0
6	Total number of volunteers (estimate if necessary) .............	6
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, line 39 .........	7b

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	16,290	55,342
9	Program service revenue (Part VIII, line 2g) .........		0
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	21,522	24,062
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)		0
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	37,812	79,404
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	61,000	59,000
14	Benefits paid to or for members (Part IX, column (A), line 4).....		0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	1,300	1,400
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....		0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	7,761	8,046
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	70,061	68,446
19	Revenue less expenses. Subtract line 18 from line 12.......	-32,249	10,958
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	1,659,440	1,599,884
21	Total liabilities (Part X, line 26).............		0
22	Net assets or fund balances. Subtract line 21 from line 20.....	1,659,440	1,599,884

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 59,000 including grants of $ 59,000 ) (Revenue $ )
	PROVIDED FUNDING TO LOCAL CHARITABLE ORGANIZATIONS IN THE ST. JOSEPH-BENTON HARBOR COMMUNITY THAT ARE WORKING ON COMMUNITY DEVELOPMENT PROJECTS.

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses59,000

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	1,400

(A) Name and business address	(B) Description of services	(C) Compensation





2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e

f	All other contributions, gifts, grants, and similar amounts not included above		1f	55,342

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		55,342

		Business Code
2a
b
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....

3 Investment income (including dividends, interest, and othersimilar amounts) ......			48,243			48,243
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents			6a
b	Less: rental expenses			6b
c	Rental income or (loss)			6c
d	Net rental income or (loss).......
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		494,701	7a
b	Less: cost or other basis and sales expenses		518,882	7b
c	Gain or (loss)		-24,181	7c
d	Net gain or (loss).........			-24,181	-24,181
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..
Business Code			Miscellaneous Revenue
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See instructions.....			79,404	-24,181		48,243

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	59,000	59,000
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	1,400		1,400
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....
9	Other employee benefits .......
10	Payroll taxes ...........
11	Fees for services (non-employees):
a	Management ......
b	Legal .........
c	Accounting ...........
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	7,930		7,930
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)
12	Advertising and promotion ....
13	Office expenses .......
14	Information technology ......
15	Royalties ..
16	Occupancy ...........
17	Travel ............
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..
23	Insurance ...
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	BANK FEES	79		79
b	MISC.	37		37
c
d
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	68,446	59,000	9,446	0
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........		18,194	1	20,509
2	Savings and temporary cash investments .........			2
3	Pledges and grants receivable, net ......			3
4	Accounts receivable, net .............			4
5	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
				5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
				6
7	Notes and loans receivable, net ...........			7
8	Inventories for sale or use ............			8
9	Prepaid expenses and deferred charges ......			9
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a
b	Less: accumulated depreciation	10b		10c
11	Investments—publicly traded securities .		1,641,246	11	1,579,375
12	Investments—other securities. See Part IV, line 11 .....			12
13	Investments—program-related. See Part IV, line 11 ..			13
14	Intangible assets ...............			14
15	Other assets. See Part IV, line 11 ...........			15
16	Total assets. Add lines 1 through 15 (must equal line 33)...		1,659,440	16	1,599,884

17	Accounts payable and accrued expenses .....		17
18	Grants payable ...		18
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D		25
26	Total liabilities. Add lines 17 through 25..	0	26	0

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	1,659,440	27	1,599,884
28	Net assets with donor restrictions ...........		28
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	1,659,440	32	1,599,884
33	Total liabilities and net assets/fund balances ........	1,659,440	33	1,599,884


Name of organization ST JOSEPHBENTON HARBOR ROTARY FOUNDATION INC			Employer identification number 38-2336366
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.