Nonprofit · EIN 59-6134319
ROTARY INTERNATIONAL CLUB OF ST PETERSBURG TRUST FUND
Also known as WHITE J SHERWOOD TTEE
Tax-exempt · ST PETERSBURG, FL 33743
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $87,484 | $93,198 | -$5,714 | $715,626 | $15,700 | $699,926 |
| June 30, 2024 | 990-PF | $152,934 | $130,778 | $22,156 | $702,386 | $0 | $702,386 |
| June 30, 2023 | 990-PF | $105,794 | $136,447 | -$30,653 | $680,830 | $0 | $680,830 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $41,428
- Dividends
- $29,147
- Interest
- $14
- Net gain from sales of assets
- $16,895
Expenses
- Grants and similar amounts paid
- $27,200
- Disbursements for charitable purposes
- $27,200
- Excise tax on investment income
- $590
Balance sheet and other
- Total assets, start of year
- $702,386
- Total assets, end of year
- $715,626
- Total liabilities, end of year
- $15,700
- Net assets, end of year
- $699,926
- Fair market value of assets
- $797,399
- Qualifying distributions
- $27,200
- Net investment income
- $42,420
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LIZ WILLIAMS PO BOX 40052, ST PETERSBURG, FL 33743 | ACTING PRESI | 8 | $0 |
| JIM WILLIAMS PO BOX 40052, ST PETERSBURG, FL 33743 | PRES. ELECT | 8 | $0 |
| ABDUL HASIB AZIZI PO BOX 40052, ST PETERSBURG, FL 33743 | PRES ELECT-N | 2 | $0 |
| JILLIAN D DOYLE PO BOX 40052, ST PETERSBURG, FL 33743 | IMMEDIATE PA | 2 | $0 |
| BOND W THOMAS PO BOX 40052, ST PETERSBURG, FL 33743 | SECRETARY | 2 | $0 |
| JILL VAN MIDDLESWORTH PO BOX 40052, ST PETERSBURG, FL 33743 | TREASURER | 2 | $0 |
| JENI LA PAGLIA PO BOX 40052, ST PETERSBURG, FL 33743 | SERGEANT AT | 2 | $0 |
| BOB ROSS PO BOX 40052, ST PETERSBURG, FL 33743 | DIRECTOR | 2 | $0 |
| CRAIG WEST PO BOX 40052, ST PETERSBURG, FL 33743 | DIRECTOR | 2 | $0 |
| PHIL GRAHAM IV PO BOX 40052, ST PETERSBURG, FL 33743 | DIRECTOR | 2 | $0 |
| EBONY MCNICHOLS PO BOX 40052, ST PETERSBURG, FL 33743 | DIRECTOR | 2 | $0 |
| GEORGE BEYROUTI PO BOX 40052, ST PETERBURG, FL 33743 | DIRECTOR | 2 | $0 |
| TOM HERLEHY PO BOX 40052, ST PETERSBURG, FL 33743 | DIRECTOR | 2 | $0 |
| JEREMY GRANT PO BOX 40052, ST PETERSBURG, FL 33743 | DIRECTOR | 2 | $0 |
| DAYSIA KLOSSNER PO BOX 40052, ST PETERSBURG, FL 33743 | DIRECTOR | 2 | $0 |
990-PF for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JILLIAN D DOYLE PO BOX 40052, ST PETERSBURG, FL 33743 | PRESIDENT | 8 | $0 |
| BRIAN CLARK PO BOX 40052, ST PETERSBURG, FL 33743 | IMMEDIATE PA | 8 | $0 |
| BOND W THOMAS PO BOX 40052, ST PETERSBURG, FL 33743 | SECRETARY | 8 | $0 |
| JILL VAN MIDDLESWORTH PO BOX 40052, ST PETERSBURG, FL 33743 | TREASURER | 8 | $0 |
| JIM WILLIAMS PO BOX 40052, ST PETERSBURG, FL 33743 | PRES. ELECT- | 4 | $0 |
| DOUG PHARES PO BOX 40052, ST PETERSBURG, FL 33743 | PRESIDENT EL | 4 | $0 |
| JENI LA PAGLIA PO BOX 40052, ST PETERSBURG, FL 33743 | SERGEANT AT | 4 | $0 |
990-PF for the year ended June 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELIZABETH HEINKEL PO BOX 40052, ST PETERSBURG, FL 33743 | PRESIDENT | 0 | $0 |
| BOND W THOMAS PO BOX 40052, ST PETERSBURG, FL 33743 | SECRETARY | 0 | $0 |
| JILL VAN MIDDLESWORTH-BANKS PO BOX 40052, ST PETERSBURG, FL 33743 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 40052, ST PETERSBURG, FL 33743-0052
- In care of
- % TOM GREGORY - GREGORY SHARER ETAL
- Signed the 990-PF
- JILL VAN MIDDLESWORTH, TREASURER
- Phone
- (727) 822-3277
- Website
- WWW.SPROTARY.ORG
- Return prepared by
- VAN MIDDLESWORTH & COMPANY PA CPA'S
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 59-6134319
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1963
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $715,626
- Income (IRS master file)
- $124,004
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $87,484 | $93,198 | $715,626 | IRS |
| 990-PF | June 2024 | $152,934 | $130,778 | $702,386 | XML |
| 990-PF | June 2023 | $105,794 | $136,447 | $680,830 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 59-6134319).
Questions about ROTARY INTERNATIONAL CLUB OF ST PETERSBURG TRUST FUND
- What is the EIN of ROTARY INTERNATIONAL CLUB OF ST PETERSBURG TRUST FUND?
- The employer identification number (EIN) of ROTARY INTERNATIONAL CLUB OF ST PETERSBURG TRUST FUND is 59-6134319.
- Is ROTARY INTERNATIONAL CLUB OF ST PETERSBURG TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1963.
- Are donations to ROTARY INTERNATIONAL CLUB OF ST PETERSBURG TRUST FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROTARY INTERNATIONAL CLUB OF ST PETERSBURG TRUST FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROTARY INTERNATIONAL CLUB OF ST PETERSBURG TRUST FUND due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROTARY INTERNATIONAL CLUB OF ST PETERSBURG TRUST FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of ROTARY INTERNATIONAL CLUB OF ST PETERSBURG TRUST FUND?
- The 990-PF for the year ended June 30, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does ROTARY INTERNATIONAL CLUB OF ST PETERSBURG TRUST FUND have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $87,484, expenses of $93,198 and total assets of $715,626 at year end.
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