2025-11-05T09:03:04-06:00 2025-06-30 721396621 CRI ADVISORS LLC 7411 FULLERTON STREET SUITE 300 JACKSONVILLE FL 32256 990EZ 2024-07-01 596152293 ROTARY CLUB OF ST AUGUSTINE INC ROTA 9043566023 P O BOX 3927 ST AUGUSTINE FL 32085 CECILE NUSBAUM TREASURER 9043566023 2025-10-31 1 1 DANA ALEXANDER P01425283 9043566023 2025-10-31 2024 2025-03-06 01:10:19Z 0573 MODIFIED TAX BASIS X STAUGUSTINEROTARY.ORG X X 189218 X 129927 24479 1183 33629 14124 19505 175094 36290 17800 156520 210610 -35516 173405 3347 141236 X 101915 54316 71490 88920 173405 143236 0 2000 173405 141236 X THE MISSION IS TO PROVIDE SERVICE TO OTHERS TO HELP PROMOTE SOCIAL WELFARE TO THE LOCAL COMMUNITY, TO PROMOTE HIGH ETHICAL STANDARDS, AND TO ADVANCE UNDERSTANDING, GOODWILL AND PEACE THROUGH ITS FELLOWSHIP OF BUSINESS, PROFESSIONAL AND COMMUNITY LEADERS. COMMUNITY SERVICES - PROVIDE FINANCIAL SUPPORT TO VARIOUS LOCAL NON-PROFIT ORGANIZATIONS AND PARTICIPATE IN FOREIGN YOUTH EXCHANGE PROGRAMS 0 0 CLUB FUNCTIONS - CONSISTS OF ACTIVITES THAT ENCOURAGE AND FOSTER ROTARY GUIDING PRINCIPALS AND IDEALS THAT ENHANCE LEADERSHIP AND SERVICE IN THE COMMUNITY THROUGH WEEKLY LUNCHEONS, ETC. 47123 176980 DISTRICT & INTERNATIONAL DUES - PROVIDE FINANCIAL SUPPORT TO THE ROTARY FOUNDATION TO ADDRESS VARIOUS GLOBAL EDUCATIONAL AND HUMANITARIAN NEEDS, INCLUDING PROJECTS TO ERADICATE POLIO, PROVIDE CLEAN WATER, AND SUPPORT EDUCATION. 0 23484 200464 X MIKE BOWLES MEMBER 1.00 0 0 0 COLLEEN MESSNER MEMBER 1.00 0 0 0 LORNA MACDONALD MEMBER 1.00 0 0 0 LOUISE ANDERSON MEMBER 1.00 0 0 0 BRITTANY KEITH MEMBER 1.00 0 0 0 CONNOR DOWLING MEMBER 1.00 0 0 0 BEVERLY SLOUGH MEMBER 1.00 0 0 0 DAVID UPCHURCH PAST PRESIDENT 1.00 0 0 0 TADZIA ALEXANDER PRESIDENT 1.00 0 0 0 GRANT MITERLY PRESIDENT ELECT 1.00 0 0 0 ALAN BRATIC SECRETARY 1.00 0 0 0 REBECCA CRUM TREASURER 1.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 FL DANA ALEXANDER CPA 7411 FULLERTON STREET SUITE 300 JACKSONVILLE FL 32256 9043565317 0 0 0 0 0 0 0 X 0 FISH FRY 23674 23674 2636 1892 1130 URBAN ASADO 9955 9955 8466 33629 33629 2636 10358 1130 14124 19505 FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INVESTMENT INCOME. AMOUNT: 1,183. FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES AFFILIATE NAME: ROTARY INTERNATIONAL. AFFILIATE ADDRESS: 14255 COLLECTION CENTER DR CHICAGO, IL 60693. PURPOSE OF PAYMENT: VARIOUS. AMOUNT OF PAYMENT: 23,290. FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES AFFILIATE NAME: ROTARY CLUB OF ST. AUGUSTINE SUNSET. AFFILIATE ADDRESS: 529 LAKEWAY DR ST. AUGUSTINE, FL 32080. PURPOSE OF PAYMENT: MULTI CLUB GRANT. AMOUNT OF PAYMENT: 5,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 28,290. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: SCHOLARSHIP FOR COLLEGE STUDENTS. GRANTEE NAME: VARIOUS. METHOD USED TO DETERMINE FMV: CASH. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 8,000. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: GRANTS IN US-GOVERMENTS. AMOUNT: 9,600. DESCRIPTION: GRANTS IN US-INDIVIDUAL. AMOUNT: 1,233. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 1,950. DESCRIPTION: TRAVEL-PROGSERV. AMOUNT: 5,218. DESCRIPTION: PYMTS TO AFFILIATES. AMOUNT: 23,484. DESCRIPTION: MEALS. AMOUNT: 101,231. DESCRIPTION: BOARD EXPENSE. AMOUNT: 3,493. DESCRIPTION: MISC EXPENSE. AMOUNT: 1,309. DESCRIPTION: INVESTMENT FEES. AMOUNT: 219. DESCRIPTION: OTHER EXPENSES-EZ. AMOUNT: 6,628. DESCRIPTION: BANK SERVICE FEES. AMOUNT: 2,155. TOTAL TO FORM 990-EZ, LINE 16: 156,520. FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS DESCRIPTION: UNREALIZED GAINS/LOSSES. AMOUNT: 3,347. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: INVESTMENT PUB TRADED. BEG. OF YEAR AMOUNT: 42,283. END OF YEAR AMOUNT: 46,525. DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 29,207. END OF YEAR AMOUNT: 42,395. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 2,000. 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.