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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 47-2278076

ROTARY LBK CHARITABLE FUND

Tax-exempt · LONGBOAT KEY, FL 34228

Financials

$56K$31K2023$28K$47K2024$33K$32K2025
Revenue Expenses · by fiscal year end
Financials of ROTARY LBK CHARITABLE FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2026990-EZ$32,507$32,498$9$26,513–$26,513
June 30, 2025990-EZ$27,789$47,253-$19,464$26,504–$26,504
June 30, 2024990-EZ$55,738$30,575$25,163$45,968–$45,968
Financial details: 990-EZ for the year ended June 30, 2026

Revenue

Contributions, gifts and grants
$32,507

Expenses

Grants and similar amounts paid
$31,711
Compensation of officers, directors and key employees
$0
Printing, publications and postage
$445
Other expenses
$342
Program services (functional)
$24,258

Balance sheet and other

Total assets, start of year
$26,504
Total assets, end of year
$26,513
Total liabilities, end of year
–
Net assets, end of year
$26,513
Cash, savings and investments
$26,513
Gross receipts
$32,507

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-EZ for the year ended June 30, 2026, highest compensation first.

NameTitleHours / weekCompensation
Terri DriverPresident10$0
Jan WallaceImmediate Past President & Director3$0
Janet ShapiroAdministrative Sec & Director3$0
Jeffrey DriverProgram Chair & Director2$0
Carol ErkerTreasurer & Director5$0
Brad MarnerAssistant Treasurer & Director1$0
Ellen GreenbergerRotary Foundation Chair & Director2$0
990-EZ for the year ended June 30, 2025: 11 people
NameTitleHours / weekCompensation
Jan WallacePresident10$0
Ellen GreenbergerImmediate Past President& Director3$0
Janet ShapiroAdministrative Secretary & Director3$0
Jeffrey DriverProgram Co-Chair & Director3$0
Jack RozanceProgram Co-Chair & Director3$0
Carol ErkerTreasurer & Director5$0
Terri DriverPublic Image Chair & Director3$0
Brad MarnerAssistant Treasurer & Director1$0
Susan McGuireRotary Foundation Chair & Director1$0
Nancy RozanceYouth Service Chair & Director6$0
Philippe KoenigRecording Secretary & Director1$0
990-EZ for the year ended June 30, 2024: 11 people
NameTitleHours / weekCompensation
Ellen GreenbergerPresident & Director10$0
Jan WallacePresident Elect & Director1$0
Janet ShapiroAdministrative Secretary & Director3$0
Jeffrey DriverImmediate Past President & Director6$0
Carol ErkerTreasurer & Director6$0
Terri DriverPublic Image Chair & Director3$0
Brad MarnerAssistant Treasurer & Director1$0
Michael JordanInternational Service Chair & Director1$0
Nancy RozanceYouth Service Chair & Director6$0
Jack RozanceProgram Chair & Director3$0
Susan McGuireRotary Foundation Chair & Director1$0

Address and contacts

Address (IRS master file)
PO BOX 8351, LONGBOAT KEY, FL 34228-8351
Mailing address (990-N for 2020)
PO Box 8351, Longboat Key FL 34228
Principal officer (990-N for 2020)
William Fuller Jr, PO Box 8351, Longboat Key FL 34228
Signed the 990-EZ
Carol Erker, Treasurer
Phone
(847) 274-8741

Mission

TO PROMOTE SOCIAL WELFARE AND THE COMMON GOOD OF THE LOCAL COMMUNITY, GREATER COMMUNITY, AND THE WORLD BY CREATING CHARITABLE AND EDUCATIONAL PROGRAMS AND SUPPORTING THE GOOD WORKS OF OTHER CHARITABLE ORGANIZATIONS

990-EZ for the year ended June 30, 2026

Program accomplishments

  • Participation in Town of Longboat Key's Veterans Day honor program, including $1000 sponsorship payment to the Town and $13,100 donation to support Goodwill Manasota's Veterans Services in their work to provide employment, education, and counseling for local veterans.
    Expenses $14,100 · grants $13,100
  • Honor and recognize the hurricane recovery efforts of the Town of Longboat Key's 60+ first responders (Police, Fire/Rescue, Public Works employees) by funding and hosting "Food for Gratitude" community luncheon program.
    Expenses $5,158
  • Production of educational films on coastal ecology issues, produced in collaboration with students from Ringling College of Art + Design and local not-for-profit environmental organizations, to be utilized in local schools and the 50+ Rotary Clubs in Southwest Florida
    Expenses $5,000

What it must file and when

IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026990-EZ on file
2024June 30, 2025November 17, 2025990-EZ on file
2023June 30, 2024November 15, 2024990-EZ on file

File the 2026 990-N for ROTARY LBK CHARITABLE FUND

Due November 15, 2027 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
47-2278076
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2014
Accounting year ends
June
Files
Form 990-N (e-Postcard)
Assets (IRS master file)
$26,513
Income (IRS master file)
$32,507

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZJune 2026$32,507$32,498$26,513XML
990-EZJune 2025$27,789$47,253$26,504XML
990-EZJune 2024$55,738$30,575$45,968XML
990-EZJune 2023–––IRS
990-EZJune 2022–––IRS
990-N for 2020
Officer: William Fuller Jr
June 30, 2021≤ $50,000 receipts––e-Postcard
990-N for 2019
Officer: Nancy Rozance
June 30, 2020≤ $50,000 receipts––e-Postcard
990-N for 2018
Officer: Susan McGuire
June 30, 2019≤ $50,000 receipts––e-Postcard

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 47-2278076).

Questions about ROTARY LBK CHARITABLE FUND

What is the EIN of ROTARY LBK CHARITABLE FUND?
The employer identification number (EIN) of ROTARY LBK CHARITABLE FUND is 47-2278076.
Is ROTARY LBK CHARITABLE FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
Are donations to ROTARY LBK CHARITABLE FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does ROTARY LBK CHARITABLE FUND file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of ROTARY LBK CHARITABLE 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 ROTARY LBK CHARITABLE FUND last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended June 2026.
Who is the principal officer of ROTARY LBK CHARITABLE FUND?
The 990-N for 2020 names William Fuller Jr.
Who are the officers and directors of ROTARY LBK CHARITABLE FUND?
The 990-EZ for the year ended June 30, 2026 lists 7 people; 0 received compensation from the organization.
How much revenue does ROTARY LBK CHARITABLE FUND have?
On its 990-EZ for the year ended June 30, 2026 it reported revenue of $32,507, expenses of $32,498 and total assets of $26,513 at year end.

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