2026-04-10T07:36:08-05:00 2025-06-30 994625061 CRI ADVISORS LLC 4004 SUMMIT BLVD NE SUITE 800 ATLANTA GA 30319 990EZ 2024-07-01 586283625 DUNWOODY ROTARY CHARITABLE FUND DUNW 7703498201 5579 CHAMBLEE DUNWOODY ROAD B 516 DUNWOODY GA 30338 CARTER STOUT TREASURER 7703498201 2026-04-08 1 1 TIFFANY T ORR CPA P01559485 7703948000 2026-04-08 2024 2025-03-06 01:10:19Z X N/A X X 102055 X 19730 23599 58726 23177 35549 78878 54769 1250 2422 2194 60635 18243 378401 34955 431599 X 381223 436573 381223 436573 2822 4974 378401 431599 CHARITABLE FUND RAISING FUNDRAISING TO SUPPORT LOCAL, NATIONAL AND INTERNATIONAL CHARITABLE ORGANIZATIONS. 54769 54769 54769 ANNE GLENN TRUSTEE 5.00 0 0 0 WILLIAM THIELE TRUSTEE 5.00 0 0 0 LAWRENCE DOMENICO TRUSTEE 5.00 0 0 0 JACK SPARKS TRUSTEE 5.00 0 0 0 CARTER L STOUT EX-OFFICIO 5.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GA STOUT KAISER LLC 4675 N SHALLOWFORD ROAD SUITE 200 ATLANTA GA 30338 7703498200 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 22283 32868 9189 45895 19730 129965 22283 32868 9189 45895 19730 129965 11810 118155 77525 23369 21608 13453 23599 159554 289519 0.40810 0.52930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED GOLF TOURNAMENT 61331 12600 48731 11125 11344 WHISKEY RAFFLE 9995 9995 708 71326 12600 58726 11125 12052 23177 35549 FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: DIVIDEND INCOME. AMOUNT: 14,750. DESCRIPTION: INTEREST INCOME. AMOUNT: 105. DESCRIPTION: CAPITAL GAIN DISTRIBUTIONS. AMOUNT: 8,744. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 23,599. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: SUPPORT MISSION OF THE GRSP. GRANTEE NAME: GEORGIA ROTARY STUDENT PROGRAM. GRANTEE ADDRESS: P.O. BOX 61237 SAVANNAH, GA 31420. AMOUNT GIVEN: 9,766. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: TO SUPPORT THE MISSION OF THE ORGANIZATIONS. GRANTEE NAME: VARIOUS ORGANIZATIONS. GRANTEE ADDRESS: P.O. BOX 88489 ATLANTA, GA 30356-8489. AMOUNT GIVEN: 25,903. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: SUPPORT THE MISSION OF ST. PATRICK'S EPISCOPAL CHURCH. GRANTEE NAME: ST. PATRICK'S EPISCOPAL CHURCH. GRANTEE ADDRESS: 4755 N PEACHTREE RD ATLANTA, GA 30338. AMOUNT GIVEN: 9,100. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: SUPPORT MISSION OF THE SPECIAL OLYMPICS GA. GRANTEE NAME: SPECIAL OLYMPICS GA. GRANTEE ADDRESS: 6046 FINANCIAL DR NORCROSS, GA 30071. AMOUNT GIVEN: 5,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: SUPPORT MISSION OF THE DUNWOODY POLICE FOUNDATION. GRANTEE NAME: DUNWOODY POLICE FOUNDATION . GRANTEE ADDRESS: 4780 ASHFORD DUNWOODY RD STE 540-235 DUNWOODY, GA 30338. AMOUNT GIVEN: 5,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 54,769. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: BANK FEES. AMOUNT: 789. DESCRIPTION: QUICKBOOK FEES. AMOUNT: 1,405. TOTAL TO FORM 990-EZ, LINE 16: 2,194. FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS DESCRIPTION: UNREALIZED GAIN OR LOSS ON INVESTMENTS. AMOUNT: 34,955. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: OTHER LIABILITIES. BEG. OF YEAR AMOUNT: 2,822. END OF YEAR AMOUNT: 4,974. 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.