2025-04-07T10:26:19-05:00 2024-06-30 341874260 CBIZ ADVISORS LLC 700 WEST 47TH STREET SUITE 1100 KANSAS CITY MO 64112 990 2023-07-01 510188524 THE ROTARY CLUB OF CLEARWATER CHARITIES INC ROTA 7275104812 PO BOX 822 CLEARWATER FL 33757 JAMES M CLARK TREASURER 7275104812 2025-03-30 1 1 LISA BURKE P00220718 8169455500 2023 2025-03-06 01:10:19Z JAMES M CLARK PO BOX 822 CLEARWATER FL 33757 350667 0 X WWW.CLEARWATERROTARY.ORG X 1974 FL TO PROMOTE AND SUPPORT LOCAL HUMANITARIAN AND CHARITABLE PROJECTS 9 9 0 9 0 0 16057 15877 0 0 67464 40404 0 0 83521 56281 9920 10320 0 0 0 0 0 0 0 9958 10585 19878 20905 63643 35376 1475183 1649305 0 0 1475183 1649305 X TO PROVIDE A MECHANISM WHEREBY ROTARIANS AND OTHERS CAN MAKE GIFTS WHICH WILL PROMOTE AND SUPPORT LOCAL HUMANITARIAN OR CHARITABLE PROJECTS AS RECOMMENDED BY THE DIRECTORS OF THE ROTARY CLUB OF CLEARWATER AND APPROVED BY THE BOARD OF RCC CHARITIES, INC. 0 0 5320 5320 THE ROTARY CLUB OF CLEARWATER CHARITIES, INC. (RCC CHARITIES) FUNCTIONS TO ASSIST THE ROTARY CLUB OF CLEARWATER AND ITS MEMBERS IN RAISING FUNDS TO SUPPORT CHARITABLE ACTIVITIES IN AND AROUND THE CITY OF CLEARWATER AND TO ACT AS CUSTODIAN FOR CONTRIBUTIONS FROM INDIVIDUAL ROTARIANS AND OTHERS. THOSE FUNDS ARE HELD UNTIL THE BOARD OF THE ROTARY CLUB OF CLEARWATER PROVIDES DIRECTION ON WHICH CHARITABLE ACTIVITIES ARE SELECTED FOR FUNDING. FINAL APPROVAL IS PROVIDED BY THE BOARD OF DIRECTORS OF RCC CHARITIES BEFORE ANY FUNDS ARE EXPENDED.(CONTINUED ON SCHEDULE O)EACH YEAR, THE CHARITIES SELECTION COMMITTEE OF THE ROTARY CLUB OF CLEARWATER (CLUB) SELECTS WORTHY LOCAL AND ROTARY INTERNATIONAL CAUSES TO SUPPORT. CHARITABLE FUNDS ARE RAISED THROUGH FUNDRAISING EVENTS. IN ADDITION TO SUPPORTING CHARITIES FINANCIALLY, CLUB MEMBERS PROVIDE NUMEROUS CHARITIES WITH THE GIFT OF THEIR TIME AND INVOLVEMENT IN THE COMMUNITY.THE CLUB AND RCC CHARITIES IS PROUD TO HAVE SUPPORTED THE FOLLOWING LOCAL CHARITIES AS RECIPIENTS OF OUR ANNUAL CHARITY GRANTS FOR FISCAL 2024: READING IS FUNDAMENTAL, ROTARY CLUB OF WESLEY CHAPEL, AND S4TL (SEMINAR FOR TOMORROW'S LEADERS). 5000 5000 EACH YEAR, SENIORS FROM A LOCAL HIGH SCHOOL ARE REWARDED $2,500 SCHOLARSHIPS FOR CONTINUING POST-SECONDARY EDUCATION COSTS. THE SCHOLARSHIPS ARE GRANTED TO YOUTH WHO HAVE DEMONSTRATED EXCEPTIONAL CHARACTER AND RESILIENCE WHILE SUCCEEDING DESPITE THE ODDS IN DIFFICULT HOMES, HEALTH, OR OTHER CIRCUMSTANCES. MANY STUDENTS WHO WIN THESE SCHOLARSHIPS ARE THE FIRST MEMBERS OF THEIR FAMILY TO ATTEND COLLEGE. SCHOLARSHIPS AWARDED ARE PAID DIRECTLY TO THE EDUCATIONAL INSTITUTION. 10320 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 0 1 1 0 0 1 0 0 0 0 0 0 FL X JAMES CLARK TREASURER 7274427299 PO BOX 822 CLEARWATER FL 33757 X JAMES WATROUS CHAIRMAN 1.00 X X 0 0 0 ANDY BURWELL VICE CHAIRMAN 1.00 X X 0 0 0 STEPHEN FOWLER SECRETARY 1.00 X X 0 0 0 ROBERT COSTON DIRECTOR 1.00 X 0 0 0 ANDREW DENIS DIRECTOR 1.00 X 0 0 0 GEORGE GREER DIRECTOR 1.00 X 0 0 0 GARY REGOLI DIRECTOR 1.00 X 0 0 0 MARK WHITTINGTON DIRECTOR 1.00 X 0 0 0 PATRICK SIRACUSA DIRECTOR 1.00 X 0 0 0 JAMES CLARK TREASURER 1.00 X 0 0 0 0 0 0 0 0 0 0 0 15877 15877 40465 40465 294325 294386 -61 -61 -61 56281 0 0 40404 5320 5320 5000 5000 2150 2150 8364 8364 71 71 20905 10320 10585 0 118880 22217 114534 231249 1241769 1395839 1475183 1649305 0 0 X 136443 141113 1338740 1508192 1475183 1649305 1475183 1649305 35376 138746 0 X 0 0 0 X 9448 22332 48390 16057 15877 112104 9448 22332 48390 16057 15877 112104 27836 84268 33249 35055 40998 36250 40465 186017 298121 0.28270 0.28620 X THE ORGANIZATION QUALIFIES AS PUBLICLY SUPPORTED UNDER THE 10% FACTS AND CIRCUMSTANCES TEST BASED ON THE FOLLOWING CRITERIA: 1. THE PUBLIC SUPPORT PERCENTAGE IS AT LEAST 10%.2. THE ORGANIZATION IS ORGANIZED AND OPERATED TO ATTRACT NEW AND ADDITIONAL PUBLIC SUPPORT ON A CONTINUOUS BASIS AND MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITING FUNDS. ON A WEEKLY BASIS, IN CONNECTION WITH A ROTARY LUNCHEON, THE ORGANIZATION PROMOTES CHARITABLE GIVING FROM ROTARY MEMBERS (EXISTING, NEW, AND PROSPECTIVE) AND THE BROADER PUBLIC TO SUPPORT LOCAL ORGANIZATIONS THAT SERVE THE COMMUNITY. THE ROTARY MOTTO OF "SERVICE ABOVE SELF" IS ALSO PROMOTED IN CONNECTION WITH ALL THE ORGANIZATION'S ACTIVITIES. PERIODICALLY THE ORGANIZATION WILL ALSO PROMOTE A PARTICULAR COMMUNITY NEED SUCH AS DISASTER RELIEF AND ASK FOR CONTRIBUTIONS FROM ROTARY MEMBERS AND THE BROADER PUBLIC.3. THE PERTINENT FACTS DETAILED BELOW INDICATE THAT THE ORGANIZATION IS PUBLICLY SUPPORTED.A. THE 10% TEST IS SATISFIED BY SUPPORT FROM A NUMBER OF UNRELATED DONORS.B. THE BOARD OF DIRECTORS REPRESENTS THE BROAD INTERESTS OF THE PUBLIC. C. MEMBERS OF THE PUBLIC, INCLUDING CIVIC AND COMMUNITY LEADERS, PARTICIPATE AND/OR SPONSOR THE PROGRAMS OF THE ORGANIZATION. THROUGH THEIR MEMBERSHIP IN ROTARY, A NUMBER OF CIVIC AND COMMUNITY LEADERS PARTICIPATE IN THE ORGANIZATION'S ACTIVITIES WHICH INCLUDES MONETARY CONTRIBUTIONS AND BUSINESS SPONSORSHIPS. CIVIC AND COMMUNITY LEADERS WHO ARE NOT ROTARY MEMBERS ALSO PARTICIPATE IN ORGANIZATION PROGRAMS THROUGH EDUCATING MEMBERS AND THE PUBLIC ABOUT THE VARIOUS NEEDS OF THE COMMUNITY AND CREATING AWARENESS ABOUT IMPORTANT COMMUNITY ISSUES.D. THE ORGANIZATION MAINTAINS A DEFINITIVE PROGRAM FOR ACCOMPLISHING ITS CHARITABLE WORK. SEE FORM 990, PART III FOR DESCRIPTIONS OF THE ORGANIZATION'S MISSION AND PROGRAMS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1338740 177816 8364 1508192 1200162 10000 135962 7384 1338740 1430633 -171790 50000 8681 1200162 1129608 346659 38000 7634 1430633 1195096 -18557 40000 6931 1129608 0.00000 1.00000 0.00000 0 0 0 PART V, LINE 4: THE ENDOWMENT FUNDS ARE HELD TO SUPPORT LOCAL HUMANITARIAN OR CHARITABLE PROJECTS AS RECOMMENDED BY THE DIRECTORS OF THE ROTARY CLUB OF CLEARWATER AND APPROVED BY THE BOARD OF ROTARY CLUB OF CLEARWATER CHARITIES, INC. FORM 990, PART VI, SECTION A, LINE 6 EACH MEMBER OF THE ROTARY CLUB OF CLEARWATER, A RELATED TAX-EXEMPT ORGANIZATION (SEE SCHEDULE R, PART II), SHALL BE A MEMBER OF THE ROTARY CLUB OF CLEARWATER CHARITIES, INC. FOR THE DURATION OF HIS OR HER MEMBERSHIP IN THE CLUB. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS MUST BE COMPRISED OF ACTIVE MEMBERS OF THE ROTARY CLUB OF CLEARWATER (CLUB). AS DESCRIBED IN LINE 6, MEMBERS OF THE CLUB ARE ALSO MEMBERS OF THE ROTARY CLUB OF CLEARWATER CHARITIES, INC. A NOMINATING COMMITTEE, COMPOSED OF MEMBERS SELECTED BY THE PRESIDENT OF THE CLUB, SHALL IDENTIFY AND NOMINATE MEMBERS TO FILL THE POSITIONS OF THOSE DIRECTORS WHOSE TERMS HAVE EXPIRED. THE MEMBERSHIP SHALL ELECT THESE NOMINATED DIRECTORS OR SELECT UNNOMINATED MEMBERS TO SERVE. THE NOMINATING COMMITTEE SHALL BE RESPONSIBLE FOR FILLING ANY MID-TERM VACANCIES AS THEY OCCUR. A MID-TERM VACANCY SHALL BE DEEMED TO BE ANY VACANCY CREATED BY ANY MEANS OTHER THAN THE NORMAL EXPIRATION OF A DIRECTOR'S TERM OF OFFICE. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE BOARD CHAIRMAN AND THE TREASURER PRIOR TO FILING. AN ELECTRONIC COPY IS MADE AVAILABLE TO THE FULL BOARD OF DIRECTORS FOR REVIEW. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. ROTARY CLUB OF CLEARWATER INC PO BOX 822 CLEARWATER FL 33757 590996540 PROMOTION OF SOCIAL WELFARE FL 501(C)(4) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0