Rotary International Club Of St Petersburg Trust Fund

White J Sherwood Ttee

St Petersburg, FL
Tax-exempt since Feb. 1963
EIN: 59-6134319

Receive an email when new data is available for this organization.

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$153k (2024)

Expenses

$131k (2024)

Total Assets

$702k (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2012 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Revenue

$152,934

Expenses

$130,778

Net Income

$22,156

Net Assets

$702,386

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$120,029	78.5%
Interest Revenue	$30	0.0%
Dividends	$27,724	18.1%
Sales of Assets	$5,151	3.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,900	27.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$702,386
Total Liabilities	$0
Net Assets	$702,386

Compensation

Key Employees and Officers	Compensation	Other
Jillian D Doyle (President)	$0	$0
Brian Clark (Immediate Pa)	$0	$0
Bond W Thomas (Secretary)	$0	$0
Jill Van Middlesworth (Treasurer)	$0	$0
Jim Williams (Pres. Elect )	$0	$0
Doug Phares (President El)	$0	$0
Jeni La Paglia (Sergeant At)	$0	$0

+ View more people

990-PF

Filed on March 8, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2023

Revenue

$105,794

Expenses

$136,447

Net Income

-$30,653

Net Assets

$680,830

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$68,650	64.9%
Interest Revenue	$12	0.0%
Dividends	$25,073	23.7%
Sales of Assets	$12,059	11.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,570	28.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$680,830
Total Liabilities	$0
Net Assets	$680,830

Compensation

Key Employees and Officers	Compensation	Other
Elizabeth Heinkel (President)	$0	$0
Bond W Thomas (Secretary)	$0	$0
Jill Van Middlesworth Banks (Director)	$0	$0

990-PF

Filed on July 30, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2022

Revenue

$92,862

Expenses

$63,668

Net Income

$29,194

Net Assets

$712,783

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$54,694	58.9%
Interest Revenue	$1	0.0%
Dividends	$22,048	23.7%
Sales of Assets	$16,119	17.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,175	67.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$712,783
Total Liabilities	$0
Net Assets	$712,783

Compensation

Key Employees and Officers	Compensation	Other
Elizabeth Heinkel (President)	$0	$0
Bond W Thomas (Secretary)	$0	$0
Jill Van Middlesworth Banks (Director)	$0	$0

990-PF

Filed on May 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2021

Revenue

$127,446

Expenses

$51,117

Net Income

$76,329

Net Assets

$684,466

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$34,630	27.2%
Interest Revenue	$2	0.0%
Dividends	$25,109	19.7%
Sales of Assets	$67,705	53.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,225	74.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$684,466
Total Liabilities	$0
Net Assets	$684,466

Compensation

Key Employees and Officers	Compensation	Other
Elizabeth Heinkel (President)	$0	$0
Bond W Thomas (Secretary)	$0	$0
Jill Van Middlesworth Banks (Director)	$0	$0

990-PF

Filed on May 17, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2020

Revenue

$100,548

Expenses

$94,560

Net Income

$5,988

Net Assets

$604,771

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,120	2.1%
Interest Revenue	$16	0.0%
Dividends	$22,897	22.8%
Sales of Assets	$4,441	4.4%
Other Income	$71,074	70.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,322	61.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$608,137
Total Liabilities	$3,366
Net Assets	$604,771

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2018

Revenue

$50,884

Expenses

$46,439

Net Income

$4,445

Net Assets

$486,906

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$350	0.7%
Interest Revenue	$49	0.1%
Dividends	$26,489	52.1%
Sales of Assets	$11,416	22.4%
Other Income	$12,580	24.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,929	64.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$488,882
Total Liabilities	$1,976
Net Assets	$486,906

Compensation

Key Employees and Officers	Compensation	Other
Liz Williams (President)	$0	$0
Lee F Romig (Secretary)	$0	$0
Mitch Hernandez (Director)	$0	$0

990-PF

Filed on Nov. 13, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2017

Revenue

$52,729

Expenses

$37,274

Net Income

$15,455

Net Assets

$482,461

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,569	6.8%
Interest Revenue	$6	0.0%
Dividends	$24,351	46.2%
Sales of Assets	$0
Other Income	$24,803	47.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,500	36.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$484,261
Total Liabilities	$1,800
Net Assets	$482,461

Compensation

Key Employees and Officers	Compensation	Other
Liz Williams (President)	$0	$0
Lee F Romig (Secretary)	$0	$0
Mitch Hernandez (Director)	$0	$0

990-PF

Filed on May 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2015

Revenue

$53,112

Expenses

$51,260

Net Income

$1,852

Net Assets

$455,448

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,800	3.4%
Interest Revenue	$0
Dividends	$13,252	25.0%
Sales of Assets	$27,093	51.0%
Other Income	$10,967	20.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,778	52.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$455,448
Total Liabilities	$0
Net Assets	$455,448

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2014

Revenue

$62,553

Expenses

$66,305

Net Income

-$3,752

Net Assets

$453,596

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,410	3.9%
Interest Revenue	$1	0.0%
Dividends	$16,163	25.8%
Sales of Assets	$6,654	10.6%
Other Income	$37,325	59.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$39,565	59.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$458,580
Total Liabilities	$4,984
Net Assets	$453,596

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2013

Revenue

$54,428

Expenses

$30,187

Net Income

$24,241

Net Assets

$457,348

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$782	1.4%
Interest Revenue	$0
Dividends	$15,804	29.0%
Sales of Assets	$30,787	56.6%
Other Income	$7,055	13.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,441	87.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$457,348
Total Liabilities	$0
Net Assets	$457,348

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2012

Revenue

$34,898

Expenses

$30,761

Net Income

$4,137

Net Assets

$433,107

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,747	10.7%
Interest Revenue	$0
Dividends	$20,030	57.4%
Sales of Assets	$1,687	4.8%
Other Income	$9,434	27.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,093	78.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$434,340
Total Liabilities	$1,233
Net Assets	$433,107

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending June
2005

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated June 30, 2025

Rotary International Club Of St Petersburg Trust Fund

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $153k (2024)

Expenses $131k (2024)

Total Assets $702k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2011

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending June 2010

No Extracted Financial Data

Revenue

$153k (2024)

Expenses

$131k (2024)

Total Assets

$702k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

Fiscal Year Ending June
2004

Fiscal Year Ending June
2003

Fiscal Year Ending June
2002