2024-05-06T09:00:32-04:00 2023-12-31 510102431 National Income Tax Service Inc 1450 Capitol Trail Suite 108 Newark DE 19711 990PF 2023-01-01 650520936 MARCO ISLAND SUNRISE ROTARY CLUB MARC P O BOX 232 Marco Island FL 34146 TOM WAGOR TREASURER 2398217081 2024-05-06 true TOM WAGOR true Teri Suddard P00259552 3027381040 2024-05-06 2 00 AAL2 IAL1 2023 2023-04-26 12:10:37Z X 254173 X 18500 7701 23876 92415 23876 7873 50077 23876 7873 1200 3547 3547 4267 4267 61 61 276 9351 7875 0 17000 17000 26351 7875 17000 23726 16001 7873 220124 254173 254173 220124 254173 254173 0 0 X 220124 254173 220124 254173 220124 254173 220124 23726 10323 254173 254173 35 SHRS ALPHABET P 2023-06-29 2023-11-15 4769 4201 568 10 BIOGEN INC P 2023-03-28 2023-05-01 3071 2700 371 10 MCKESSON CORP P 2023-02-22 2023-10-16 4537 3615 922 20 NETFLIX INC P 2022-10-06 2023-09-20 8369 4619 3750 400 PALANTIR TECHNOLOGIES P 2023-02-22 2023-10-16 6290 3335 2955 12 ABBVIE INC COM P 2020-06-22 2023-02-16 1804 1155 649 45 ASTRAZENECA PLC P 2022-06-06 2023-08-31 4431 3519 912 9 COSTCO WHOLESALE CORP P 2022-05-11 2023-08-31 4965 3636 1329 55 DUPONT DE NEMOURS P 2020-05-15 2023-04-28 4015 2496 1519 64089 AMERICAN GROWTH FUND P 2019-09-20 2023-07-10 3878 3214 664 2134 HARBOR CAPITAL APPRECIATION F P 2018-12-17 2023-03-06 1494 1328 166 90 LENNAR CROP P 2022-01-10 2023-07-25 10765 8901 1864 3 MCKESSON CORP P 2021-02-18 2023-09-20 1318 535 783 22 MICROSOFT P 2020-11-10 2023-03-06 5586 4224 1362 10 NETFLIX P 2022-10-06 2023-10-26 4115 2391 1724 18 NOVARTIS P 2021-06-01 2023-04-24 1809 1586 223 34 SANDOZ GROUP AG SPONSORED P 2021-06-01 2023-11-15 99 78 21 14 APPLE INC P 2017-11-09 2023-10-02 2570 578 1992 FNMA GTD REMIC P 2018-09-27 2023-12-01 106 102 4 GNMA GRD TEMIC PASS P 2018-09-27 2023-12-01 524 510 14 6866 HARBOR CAPITAL APPRECIATION P 2017-12-19 2023-03-06 4806 4223 583 70 AMERICAN INVESTMENT CO P 2016-03-30 2023-11-17 3358 2434 924 39 PIONEER EQUITY INCOME P 2016-04-27 2023-07-28 1395 1310 85 70 SELECT SECTOR SPDR P 2016-09-29 2023-03-06 2520 1335 1185 40 ALEXANDRIA REALESTATE EQUITIES P 2022-05-11 2023-03-06 5821 6514 -693 23876 7873 222 0 222 0 222 222 false false false false false false false true true FL true false false false false true TOM WAGOR 2398217081 1414 JAMAICA RD Marco Island FL 34145 TOM WAGOR 1414 JAMAICA RD Marco Island FL 34146 TREASURER 0.00 0 0 0 Bud Palmer 170 Society Ct Marco Island FL 34145 SECRETARY 0.00 0 0 0 Erik Condee 1210 Osprey Ct Marco Island FL 34145 FUNDS ADMINSTRATOR 0.00 0 0 0 EUGENIO CARDENAS 3581 THIRD AVE W Naples FL 34117 DIRECTOR 0.00 0 0 0 KEVIN SULLIVAN 799 S BARFILED DR Marco Island FL 34145 DIRECTOR 0.00 0 0 0 JIM PRANGE 1851 OLDS CT Marco Island FL 34145 DIRECTOR 0.00 0 0 0 CRAIG WOODWARD 10610 S COLLIER BLVD PH-1 Marco Island FL 34145 DIRECTOR 0.00 0 0 0 BUD PALMER 170 SOCIETY CT Marco Island FL 34145 DIRECTOR 0.00 0 0 0 STAN NIEMCZYK 180 CHANNEL CT Marco Island FL 34145 DIRECTOR 0.00 0 0 0 Debra Shanahan 337 Vintage Bay Dr D7 Marco Island FL 34145 DIRECTOR 0.00 0 0 0 William Morris 948 Hunt Ct Marco Island FL 34145 PRESIDENT 0.00 0 0 0 DENISE PANCYRZ 3035 MARNEGO CT 102 Marco Island FL 34145 DIRECTOR 0.00 0 0 0 NONE 0 NONE PROVIDED COLLEGE SCHOLARSHIPS TO 6 AREA STUDENTS 0 237148 0 0 237148 0 237148 3557 233591 11680 11680 222 222 11458 11458 11458 17000 17000 11458 18747 30125 10357 14871 6064 80164 17000 11458 5542 85706 0 18747 66959 30125 10357 14871 6064 5542 DEBRA SHANAHAN 337 VINTAGE BAY DR UNIT D-7 Marco Island FL 34145 2392487419 APPLICATIONS SENT TO LOCAL HIGH SCHOOLS NONE AREA HIGH SCHOOL STUDENTS GOING TO COLLEGE Caitlyn Raymond Marco Island Marco Island FL 34145 None I College Scholarship 3000 Anthony Grosse Marco Island Marco Island FL 34145 None I College Scholarship 3500 FINLEGH FITTON Marco Island Marco Island FL 34145 None I College Scholarship 500 McKenna Broxson Marco Island Marco Island FL 34145 None I College Scholarship 3000 Kathryn Barry Marco Island Marco Island FL 34145 None I College Scholarship 3500 Caitlyn Sadofsky Marco Island Marco Island FL 34145 None I College Scholarship 3500 17000 0 14 7701 7701 7701 false false false false false false false false false false X X 1 TREVOR SMITH FOUNDATION 760 N COLLIER BLVD Marco Island FL 34145 6000 X TAX PREPARATION FEE 1200 0 0 0 CORPORATE STOCK 254173 254173 MEETING EXPENSE 276 0 0 0 CHANGE IN FMV OF FUNDS 10323 ADVISORY FEE 3547 3547 0 0 FL STATE FILING FEE 61 61 0 0