Civic Intelligence

Ponte Vedra Beach Rotary Foundation Inc Fka Rotary Club of Pvb Charities Inc

EIN 59-2566435 • 501(c)3 • Ponte Vedra Beach, FL

Profile

Undertake charitable endeavors for the ponte vedra rotary club, inc.

PO Box 70Ponte Vedra Beach, FL 32004

www.pvbrotary.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

90th percentile

51%

Higher net margin than 90% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

90th percentile

64%

Faster asset growth than 90% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

48th percentile

5.5%

Faster revenue growth than 48% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$605,734

Up $235,410 (+64%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$605,734

Up $235,410 (+64%) from 2024

Operations
Liabilities / Revenue35th percentileNet Margin90th percentile

Revenue

Up

$207,474

Up $10,880 (+5.5%) from 2024

Expenses

Down

$101,478

Down $35,679 (-26%) from 2024

Net Income

Up

$105,996

Up $46,559 (+78%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth90th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2011: $44,102Liabilities 2011: $02011Assets 2012: $55,257Liabilities 2012: $02012Assets 2013: $73,872Liabilities 2013: $500Net Assets 2013: $73,3722013Assets 2014: $127,188Liabilities 2014: $0Net Assets 2014: $127,1882014Assets 2015: $83,975Liabilities 2015: $0Net Assets 2015: $83,9752015Assets 2016: $119,781Liabilities 2016: $0Net Assets 2016: $119,7812016Assets 2017: $136,371Liabilities 2017: $0Net Assets 2017: $136,3712017Assets 2018: $213,349Liabilities 2018: $0Net Assets 2018: $213,3492018Assets 2019: $330,989Liabilities 2019: $0Net Assets 2019: $330,9892019Assets 2020: $355,871Liabilities 2020: $0Net Assets 2020: $355,8712020Assets 2021: $280,424Liabilities 2021: $0Net Assets 2021: $280,4242021Assets 2022: $257,268Liabilities 2022: $0Net Assets 2022: $257,2682022Assets 2023: $310,887Liabilities 2023: $0Net Assets 2023: $310,8872023Assets 2024: $370,324Liabilities 2024: $0Net Assets 2024: $370,3242024Assets 2025: $605,734Liabilities 2025: $0Net Assets 2025: $605,7342025

Highlighted filing

2025

Assets$605,734
Liabilities$0
Net Assets$605,734
Open 2025 Filing

Operations Trend

Revenue Growth48th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $61,280Expenses 2011: $43,696Net Income 2011: $17,5842011Revenue 2012: $66,204Expenses 2012: $55,049Net Income 2012: $11,1552012Revenue 2013: $110,430Expenses 2013: $92,315Net Income 2013: $18,1152013Revenue 2014: $86,444Expenses 2014: $32,628Net Income 2014: $53,8162014Revenue 2015: $63,271Expenses 2015: $106,484Net Income 2015: -$43,2132015Revenue 2016: $85,144Expenses 2016: $49,338Net Income 2016: $35,8062016Revenue 2017: $121,547Expenses 2017: $104,957Net Income 2017: $16,5902017Revenue 2018: $210,806Expenses 2018: $142,378Net Income 2018: $68,4282018Revenue 2019: $232,603Expenses 2019: $111,672Net Income 2019: $120,9312019Revenue 2020: $169,861Expenses 2020: $145,289Net Income 2020: $24,5722020Revenue 2021: $123,046Expenses 2021: $198,493Net Income 2021: -$75,4472021Revenue 2022: $147,393Expenses 2022: $126,957Net Income 2022: $20,4362022Revenue 2023: $126,396Expenses 2023: $72,777Net Income 2023: $53,6192023Revenue 2024: $196,594Expenses 2024: $137,157Net Income 2024: $59,4372024Revenue 2025: $207,474Expenses 2025: $101,478Net Income 2025: $105,9962025

Highlighted filing

2025

Revenue$207,474
Expenses$101,478
Net Income$105,996
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$605,734
Liabilities
$0
Net assets
$605,734
Revenue
$207,474
Expenses
$101,478
Net income
$105,996
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.06$0.00$6.06$2.07$1.01$1.06
2024Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$1.97$1.37$0.59
2023Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$1.26$0.73$0.54
2022Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$1.47$1.27$0.20
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.80$0.00$2.80$1.23$1.98$0.75
2020Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$1.70$1.45$0.25
2019Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$2.33$1.12$1.21
2018Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$2.11$1.42$0.68
2017Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$1.22$1.05$0.17
2016Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.85$0.49$0.36
2015Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.63$1.06$0.43
2014Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.86$0.33$0.54
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.01$0.73$1.10$0.92$0.18
2012Summary only. Only limited summary data is available for this year.$0.55$0.00$0.66$0.55$0.11
2011Summary only. Only limited summary data is available for this year.$0.44$0.00$0.61$0.44$0.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 17, 2025
Return Version
2024v5.0
Gross Receipts
$241,109
Mission and Program Overview

Mission

Undertake charitable endeavors for the ponte vedra rotary club, inc.

The ponte vedra beach rotary foundations, inc. Shall be to operate exclusively for charitable purpose, to accept, hold, invest, re-invest and administer any gifts, bequests, benefits of trusts, and property to use and apply the proceeds or income for charitable, humanitarian, literary, educational or scientifice purposes directly or indirectly by contributions to individuals or organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$222,921$418,445▲ $195,524
Cash and Non-Interest-Bearing Accounts$147,403$187,289▲ $39,886
Total Assets$370,324$605,734▲ $235,410
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$370,324$605,734▲ $235,410
Total Net Assets Fund Balance$370,324$605,734▲ $235,410
Total Liabilities and Net Assets / Fund Balance$370,324$605,734▲ $235,410
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Billy WagnerChairman
Michael BruceVice-chairma
Sherry MahoneySecretary
George MccaughanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$93,756
Program Service Revenue
$0
Investment Income
$2,318
Other Revenue
$111,400
Change in Net Assets
$105,996
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$78,445
Other Expenses$23,033
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$78,445--$78,445
Conferences and Meetings-$17,421-$17,421
Office Expenses-$5,612-$5,612
Total Functional Expenses$78,445$23,033$0$101,478
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Mission Brain-501c3Charitable$12,500
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$143,925
Fundraising Direct Expenses$33,635
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Celebrat$143,925$143,925$3,999$139,926
Total Events$143,925$143,925$33,635$110,290
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Review is conducted by executive director & treasurer, copy to board members, and approved by the board.”

Form 990, Page 6, Part VI, Line 18

“UPON REQUEST.”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Ponte Vedra Beach Rotary Foundation
EIN
59-2566435
Phone
9047253174
Address
PO BOX 70, PONTE VEDRA BEACH, FL 32004
Doing Business As
Rotary Club of Pvb Charities Inc

Signing Officer

Name
George Mccaughan
Title
Treasurer
Phone
9047253174
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
George Mccaughan
Formed
1985
Legal Domicile
Fl
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Firm
Financial Solution Advisors LLC
Address
4350 PABLO PROFESSIONAL CT STE 200, JACKSONVILLE, FL 32224
Preparer
Joel C Chamberlain CPA
Phone
9042962024
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The ponte vedra beach rotary foundations, inc. Shall be to operate exclusively for charitable purpose, to accept, hold, invest, re-invest and administer any gifts, bequests, benefits of trusts, and property to use and apply the proceeds or income for charitable, humanitarian, literary, educational or scientifice purposes directly or indirectly by contributions to individuals or organizations.”

Form 990, Part XI, Line 9

“Prior period adjustment 129,414”

Raw XML Appendix319 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE PONTE VEDRA BEACH ROTARY FOUNDATIONS, INC. SHALL BE TO OPERATE EXCLUSIVELY FOR CHARITABLE PURPOSE, TO ACCEPT, HOLD, INVEST, RE-INVEST AND ADMINISTER ANY GIFTS, BEQUESTS, BENEFITS OF TRUSTS, AND PROPERTY TO USE AND APPLY THE PROCEEDS OR INCOME FOR CHARITABLE, HUMANITARIAN, LITERARY, EDUCATIONAL OR SCIENTIFICE PURPOSES DIRECTLY OR INDIRECTLY BY CONTRIBUTIONS TO INDIVIDUALS OR ORGANIZATIONS.
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0JARON SIMPSON CPA
IRS990/BooksInCareOfDetail/PhoneNum09044458496
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt011250 ATLANTIC BLVD
IRS990/BooksInCareOfDetail/USAddress/CityNm0JACKSONVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd032246
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0147403
IRS990/CashNonInterestBearingGrp/EOYAmt0187289
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt017421
IRS990/ConferencesMeetingsGrp/TotalAmt017421
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt093756
IRS990/CYGrantsAndSimilarPaidAmt078445
IRS990/CYInvestmentIncomeAmt02318
IRS990/CYOtherExpensesAmt023033
IRS990/CYOtherRevenueAmt0111400
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0105996
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0101478
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0207474
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc01- ROTARIAN'S ANNUAL EVENT IS CELEBRATING OUR YEARLY ACCOMPLISHMENTS, HONORING AND RECOGNIZING KEY LEADERSHIP AND ACHIEVERS AND ALSO RECOMMITTING TO OUR CLUB AND THE WORK WE ALL DO IN OUR COMMUNITY. 2- WATER PROJECT- ROTARY CLUB PARTNERED WITH LOCAL ORGANIZATIONS AND UNIVERSITY OF NORTH FLORIDA COLLEGE OF ENGINEERING TO DESIGN AND CONSTRUCT A WATER SYSTEM FOR 120 HOUSEHOLDS IN GUATEMALA. 3- LOCAL HEROES AWARDS- FOR INDIVIDUALS WHO GO ABOVE AND BEYOND, MAKING A VITAL IMPACT ON THE LOCAL COMMUNITY AND MIGRANT WORKERS EVENT PROVIDING DINNER AND CLOTHING DONATIONS FOR LABORERS IN OUR COMMUNITY.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0ROTARY CLUB OF PVB CHARITIES INC
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt078445
IRS990/FamilyOrBusinessRlnInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0MICHAEL BRUCE
IRS990/Form990PartVIISectionAGrp/PersonNm1SHERRY MAHONEY
IRS990/Form990PartVIISectionAGrp/PersonNm2GEORGE MCCAUGHAN
IRS990/Form990PartVIISectionAGrp/PersonNm3BILLY WAGNER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE-CHAIRMA
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIRMAN
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01985
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt033635
IRS990/FundraisingGrossIncomeAmt0143925
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantAmt078445
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt078445
IRS990/GrantsToDomesticOrgsGrp/TotalAmt078445
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0241109
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt04
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt02318
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02318
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0222921
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0418445
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0FL
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt093756
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE PONTE VEDRA BEACH ROTARY FOUNDATIONS, INC. SHALL BE TO OPERATE EXCLUSIVELY FOR CHARITABLE PURPOSE, TO ACCEPT, HOLD, INVEST, RE-INVEST AND ADMINISTER ANY GIFTS, BEQUESTS, BENEFITS OF TRUSTS, AND PROPERTY TO USE AND APPLY THE PROCEEDS OR INCOME FOR CHARITABLE, HUMANITARIAN, LITERARY, EDUCATIONAL OR SCIENTIFICE PURPOSES DIRECTLY OR INDIRECTLY BY CONTRIBUTIONS TO INDIVIDUALS OR ORGANIZATIONS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0370324
IRS990/NetAssetsOrFundBalancesEOYAmt0605734
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0110290
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0370324
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0605734
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05612
IRS990/OfficeExpensesGrp/TotalAmt05612
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0129414
IRS990/OtherInd0X
IRS990/OtherOrganizationDsc0TAX EXEMPT
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01110
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01110
IRS990/OtherRevenueTotalAmt01110
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0GEORGE MCCAUGHAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt069950
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt056343
IRS990/PYInvestmentIncomeAmt06982
IRS990/PYOtherExpensesAmt080814
IRS990/PYOtherRevenueAmt0119662
IRS990/PYRevenuesLessExpensesAmt059437
IRS990/PYTotalExpensesAmt0137157
IRS990/PYTotalRevenueAmt0196594
IRS990/ReconcilationRevenueExpnssAmt0105996
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0207474
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt093756
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt069950
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt062807
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt056266
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt028258
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0311037
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02318
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt06981
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt05038
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03542
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt09121
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt027000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0145035
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0152897
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0133981
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0158514
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt097522
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0687949
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02318
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt06981
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt05038
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03542
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt09121
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt027000
IRS990ScheduleA/InvestmentIncomeCYPct00.03000
IRS990ScheduleA/InvestmentIncomePYPct00.03000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97370
IRS990ScheduleA/PublicSupportPY509Pct00.96470
IRS990ScheduleA/PublicSupportTotal509Amt0998986
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0238791
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0222847
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0196788
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0214780
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0125780
IRS990ScheduleA/Total509Grp/TotalAmt0998986
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0241109
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0229828
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0201826
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0218322
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0134901
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01025986
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt033635
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt03060
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt03060
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ANNUAL CELEBRAT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt018696
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt018696
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0143925
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0143925
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0143925
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0143925
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0110290
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt03999
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt03999
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt07880
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt07880
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt012500
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CHARITABLE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MISSION BRAIN
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PONTE VEDRA BEACH ROTARY FOUNDATIONS, INC. SHALL BE TO OPERATE EXCLUSIVELY FOR CHARITABLE PURPOSE, TO ACCEPT, HOLD, INVEST, RE-INVEST AND ADMINISTER ANY GIFTS, BEQUESTS, BENEFITS OF TRUSTS, AND PROPERTY TO USE AND APPLY THE PROCEEDS OR INCOME FOR CHARITABLE, HUMANITARIAN, LITERARY, EDUCATIONAL OR SCIENTIFICE PURPOSES DIRECTLY OR INDIRECTLY BY CONTRIBUTIONS TO INDIVIDUALS OR ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REVIEW IS CONDUCTED BY EXECUTIVE DIRECTOR & TREASURER, COPY TO BOARD MEMBERS, AND APPROVED BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PRIOR PERIOD ADJUSTMENT 129,414
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0370324
IRS990/TotalAssetsEOYAmt0605734
IRS990/TotalAssetsGrp/BOYAmt0370324
IRS990/TotalAssetsGrp/EOYAmt0605734
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt093756
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt023033
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt078445
IRS990/TotalFunctionalExpensesGrp/TotalAmt0101478
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0370324
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0605734
IRS990/TotalProgramServiceExpensesAmt078445
IRS990/TotalRevenueGrp/ExclusionAmt02318
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01110
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0207474
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0370324
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0605734
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE MCCAUGHAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09047253174
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PONTE VEDRA BEACH ROTARY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0PONT
ReturnHeader/Filer/EIN0592566435
ReturnHeader/Filer/PhoneNum09047253174
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 70
ReturnHeader/Filer/USAddress/CityNm0PONTE VEDRA BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032004
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461041593
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FINANCIAL SOLUTION ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04350 PABLO PROFESSIONAL CT STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JACKSONVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032224
ReturnHeader/PreparerPersonGrp/PhoneNum09042962024
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOEL C CHAMBERLAIN CPA
ReturnHeader/ReturnTs02025-11-19T14:57:21-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.