Nonprofit · EIN 20-0923425
COPPERLEAF CHARITABLE FOUNDATION INC
Also known as COPPERLEAF CHARITABLE FOUNDATION IN
Tax-exempt · ESTERO, FL 34135
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990 | $425,666 | $311,130 | $114,536 | $856,191 | $0 | $856,191 |
| June 30, 2025 | 990 | $327,404 | $255,253 | $72,151 | $684,849 | $0 | $684,849 |
| June 30, 2024 | 990 | $296,106 | $260,526 | $35,580 | $603,081 | $0 | $603,081 |
Financial details: 990 for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $399,044
- Program service revenue
- $0
- Investment income
- $21,107
- Net income from fundraising events
- $5,515
- Other revenue
- $5,515
Expenses
- Grants and similar amounts paid
- $288,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $2,500
- Accounting fees
- $4,200
- Program services (functional)
- $295,969
- Management and general (functional)
- $15,161
Balance sheet and other
- Total assets, start of year
- $684,849
- Total assets, end of year
- $856,191
- Total liabilities, end of year
- $0
- Net assets, end of year
- $856,191
- Publicly traded securities
- $805,042
- Gross receipts
- $455,775
- Employees
- 0
- Volunteers
- 12
- Year formed
- 2004
- State of legal domicile
- FL
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 for the year ended June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARB BROWN | VICE PRESIDENT Trustee or director, Officer | 10 | $0 |
| WILLIAM STARR | PRESIDENT Trustee or director, Officer | 16 | $0 |
| HELENE DIEDERICH | TREASURER Trustee or director, Officer | 10 | $0 |
| KELLI MATTHEW | DIRECTOR Trustee or director | 3 | $0 |
| DENNIS ENGEL | DIRECTOR Trustee or director | 3 | $0 |
| MARK GRZESIAK | DIRECTOR Trustee or director | 3 | $0 |
| ANN KALIN | DIRECTOR Trustee or director | 3 | $0 |
| BILL O'DELL | SECRETARY Trustee or director, Officer | 10 | $0 |
| DONNA KASLE | DIRECTOR Trustee or director | 8 | $0 |
| DAVID MAHER | DIRECTOR Trustee or director | 5 | $0 |
| MARCIA ALLISON | DIRECTOR Trustee or director | 8 | $0 |
| STEPHANIE RUSTAD | DIRECTOR Trustee or director | 3 | $0 |
990 for the year ended June 30, 2025: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARB BROWN | VICE PRESIDENT Trustee or director, Officer | 10 | $0 |
| WILLIAM STARR | PRESIDENT Trustee or director, Officer | 16 | $0 |
| RANDAL SCHUMACHER | DIRECTOR Trustee or director | 20 | $0 |
| JOE GALLAGHER | DIRECTOR Trustee or director | 3 | $0 |
| DENNIS ENGEL | DIRECTOR Trustee or director | 3 | $0 |
| MARK GRZESIAK | TREASURER Trustee or director, Officer | 10 | $0 |
| ANN KALIN | DIRECTOR Trustee or director | 3 | $0 |
| BILL O'DELL | SECRETARY Trustee or director, Officer | 10 | $0 |
| DONNA KASLE | DIRECTOR Trustee or director | 8 | $0 |
| DAVID MAHER | DIRECTOR Trustee or director | 5 | $0 |
| MARCIA ALLISON | DIRECTOR Trustee or director | 8 | $0 |
990 for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARB BROWN | VICE PRESIDENT Trustee or director, Officer | 10 | $0 |
| WILLIAM STARR | PRESIDENT Trustee or director, Officer | 16 | $0 |
| RANDAL SCHUMACHER | DIRECTOR Trustee or director | 9 | $0 |
| JOE GALLAGHER | DIRECTOR Trustee or director | 3 | $0 |
| DENNIS ENGEL | DIRECTOR Trustee or director | 3 | $0 |
| MARK GRZESIAK | TREASURER Trustee or director, Officer | 10 | $0 |
| ANN KALIN | DIRECTOR Trustee or director | 4 | $0 |
| BILL O'DELL | DIRECTOR Trustee or director | 5 | $0 |
| SHERRI VEIT | DIRECTOR Trustee or director | 9 | $0 |
| JEFFREY YOUNGER | SECRETARY Trustee or director, Officer | 3 | $0 |
| MARCIA ALLISON | DIRECTOR Trustee or director | 10 | $0 |
Address and contacts
- Address (IRS master file)
- 23101 COPPERLEAF BLVD, ESTERO, FL 34135-8137
- In care of
- % THOMAS C BOWLES
- Principal officer (990 for 2025)
- WILLIAM STARR, 23101 COPPERLEAF BOULEVARD, ESTERO, FL 34135
- Signed the 990
- WILLIAM STARR, PRESIDENT
- Phone
- (239) 390-2027
- Website
- WWW.COPPERLEAFFOUNDATION.ORG
- Return prepared by
- REHMANN ROBSON LLC
Mission
THE COPPERLEAF CHARITABLE FOUNDATION IS A TAX EXEMPT 501 (C) 3 NON-PROFIT ORGANIZATION THAT COLLECTS AND DISTRIBUTES FUNDS FOR FOOD, EDUCATION AND HEALTH CARE, FOR THE BENEFIT OF LOCAL CHARITIES AND THE COPPERLEAF GOLF CLUB'S SURROUNDING COMMUNITY.
Program accomplishments
- FUNDRAISING EVENTS THAT SUPPORT LOCAL COMMUNITY SOCIAL MISSIONExpenses $295,969 · grants $288,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 | 990 on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 20-0923425
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2004
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90)
- Assets (IRS master file)
- $856,191
- Income (IRS master file)
- $455,775
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2026 | $425,666 | $311,130 | $856,191 | XML |
| 990 | June 2025 | $327,404 | $255,253 | $684,849 | XML |
| 990 | June 2024 | $296,106 | $260,526 | $603,081 | XML |
| 990 | June 2023 | $307,044 | $264,884 | $524,548 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990-EZ | 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 20-0923425).
Questions about COPPERLEAF CHARITABLE FOUNDATION INC
- What is the EIN of COPPERLEAF CHARITABLE FOUNDATION INC?
- The employer identification number (EIN) of COPPERLEAF CHARITABLE FOUNDATION INC is 20-0923425.
- Is COPPERLEAF CHARITABLE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to COPPERLEAF CHARITABLE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does COPPERLEAF CHARITABLE FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of COPPERLEAF CHARITABLE FOUNDATION INC due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did COPPERLEAF CHARITABLE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2026.
- Who is the principal officer of COPPERLEAF CHARITABLE FOUNDATION INC?
- The 990 for the year ended June 30, 2026 names WILLIAM STARR.
- Who are the officers and directors of COPPERLEAF CHARITABLE FOUNDATION INC?
- The 990 for the year ended June 30, 2026 lists 12 people; 0 received compensation from the organization.
- How much revenue does COPPERLEAF CHARITABLE FOUNDATION INC have?
- On its 990 for the year ended June 30, 2026 it reported revenue of $425,666, expenses of $311,130 and total assets of $856,191 at year end.
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