Nonprofit · EIN 22-2959085
DEVON ROTARY FOUNDATION TR FUND
Tax-exempt · MILFORD, CT 06460
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-PF | $21,449 | $66,041 | -$44,592 | $331,337 | $0 | $331,337 |
| June 30, 2025 | 990-PF | $36,881 | $36,959 | -$78 | $260,266 | $0 | $260,266 |
| June 30, 2024 | 990-PF | $30,737 | $39,230 | -$8,493 | $230,700 | $0 | $230,700 |
Financial details: 990-PF for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $16,127
- Dividends
- $5,322
Expenses
- Grants and similar amounts paid
- $65,893
- Disbursements for charitable purposes
- $65,893
- Excise tax on investment income
- $72
Balance sheet and other
- Total assets, start of year
- $260,266
- Total assets, end of year
- $331,337
- Total liabilities, end of year
- $0
- Net assets, end of year
- $331,337
- Fair market value of assets
- $331,337
- Qualifying distributions
- $65,893
- Net investment income
- $5,322
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-PF for the year ended June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAUL LEWIS OTZEL 23 FLAX MILL TERRACE, MILFORD, CT 06460 | SECRETARY/TR | 0 | $0 |
| JAMES SECONDI 99 MELBA STREET, MILFORD, CT 06460 | DIRECTOR | 0 | $0 |
| DAVID SLOSSBERG 14 HONEYSUCKLE LANE, MILFORD, CT 06461 | DIRECTOR | 0 | $0 |
| MICHAEL ZANARINI 159 ROGERS AVENUE, MILFORD, CT 06460 | DIRECTOR | 0 | $0 |
| JEFF SOLOMAN 109 PASCHAL DRIVE, MILFORD, CT 06461 | DIRECTOR | 0 | $0 |
| SCOTT MOULTON 30 CLEVELAND AVENUE, MILFORD, CT 06460 | DIRECTOR | 0 | $0 |
| JASON JENKINS 929 WILCOXSON AVENUE, STRATFORD, CT 06614 | DIRECTOR | 0 | $0 |
| PAULA KRANYAK 21 FLORENCE AVENUE, MILFORD, CT 06460 | DIRECTOR | 0 | $0 |
990-PF for the year ended June 30, 2025: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAUL LEWIS OTZEL 23 FLAX MILL TERRACE, MILFORD, CT 06460 | SECRETARY/TR | 0 | $0 |
| JAMES SECONDI 99 MELBA STREET, MILFORD, CT 06460 | DIRECTOR | 0 | $0 |
| DAVID SLOSSBERG 14 HONEYSUCKLE LANE, MILFORD, CT 06461 | DIRECTOR | 0 | $0 |
| MICHAEL ZANARINI 159 ROGERS AVENUE, MILFORD, CT 06460 | DIRECTOR | 0 | $0 |
| JEFF SOLOMAN 109 PASCHAL DRIVE, MILFORD, CT 06461 | DIRECTOR | 0 | $0 |
| SCOTT MOULTON 30 CLEVELAND AVENUE, MILFORD, CT 06460 | DIRECTOR | 0 | $0 |
| JASON JENKINS 929 WILCOXSON AVENUE, STRATFORD, CT 06614 | DIRECTOR | 0 | $0 |
| PAULA KRANYAK 21 FLORENCE AVENUE, MILFORD, CT 06460 | DIRECTOR | 0 | $0 |
990-PF for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAUL LEWIS OTZEL 23 FLAX MILL TERRACE, MILFORD, CT 06460 | SECRETARY/TR | 0 | $0 |
| JAMES SECONDI 99 MELBA STREET, MILFORD, CT 06460 | DIRECTOR | 0 | $0 |
| DAVID SLOSSBERG 14 HONEYSUCKLE LANE, MILFORD, CT 06461 | DIRECTOR | 0 | $0 |
| MICHAEL ZANARINI 159 ROGERS AVENUE, MILFORD, CT 06460 | DIRECTOR | 0 | $0 |
| JEFF SOLOMAN 109 PASCHAL DRIVE, MILFORD, CT 06461 | DIRECTOR | 0 | $0 |
| SCOTT MOULTON 30 CLEVELAND AVENUE, MILFORD, CT 06460 | DIRECTOR | 0 | $0 |
| JASON JENKINS 929 WILCOXSON AVENUE, STRATFORD, CT 06614 | DIRECTOR | 0 | $0 |
| PAULA KRANYAK 21 FLORENCE AVENUE, MILFORD, CT 06460 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 250 BROAD ST, MILFORD, CT 06460-3236
- Signed the 990-PF
- PAUL LEWIS OTZEL, SECRETARY/TREAS
- Phone
- (203) 874-6773
- Website
- WWW.DEVONROTARY.ORG
- Return prepared by
- DISCENZA BECK & LEE LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. 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-PF on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 22-2959085
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1989
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82Z)
- Assets (IRS master file)
- $260,266
- Income (IRS master file)
- $41,506
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2026 | $21,449 | $66,041 | $331,337 | XML |
| 990-PF | June 2025 | $36,881 | $36,959 | $260,266 | XML |
| 990-PF | June 2024 | $30,737 | $39,230 | $230,700 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about DEVON ROTARY FOUNDATION TR FUND
- What is the EIN of DEVON ROTARY FOUNDATION TR FUND?
- The employer identification number (EIN) of DEVON ROTARY FOUNDATION TR FUND is 22-2959085.
- Is DEVON ROTARY FOUNDATION TR FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to DEVON ROTARY FOUNDATION TR FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DEVON ROTARY FOUNDATION TR FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DEVON ROTARY FOUNDATION TR FUND 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 DEVON ROTARY FOUNDATION TR FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2026.
- Who are the officers and directors of DEVON ROTARY FOUNDATION TR FUND?
- The 990-PF for the year ended June 30, 2026 lists 8 people; 0 received compensation from the organization.
- How much revenue does DEVON ROTARY FOUNDATION TR FUND have?
- On its 990-PF for the year ended June 30, 2026 it reported revenue of $21,449, expenses of $66,041 and total assets of $331,337 at year end.
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