Nonprofit · EIN 57-1048548
CHARLESTON ROTARY FUND
Tax-exempt · CHARLESTON, SC 29413
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $99,864 | $61,677 | $38,187 | $515,190 | $0 | $515,190 |
| June 30, 2024 | 990-EZ | $48,862 | $73,818 | -$24,956 | $483,972 | – | $483,972 |
| June 30, 2022 | 990-EZ | $144,895 | $104,556 | $40,339 | $441,467 | – | $441,467 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $69,225
- Program service revenue
- $0
- Investment income
- $30,639
- Net gain from sales of assets
- $7,699
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $58,701
- Management and general (functional)
- $2,976
Balance sheet and other
- Total assets, start of year
- $483,973
- Total assets, end of year
- $515,190
- Total liabilities, end of year
- $0
- Net assets, end of year
- $515,190
- Publicly traded securities
- $436,306
- Net assets without donor restrictions
- $515,190
- Gross receipts
- $102,571
- Employees
- 0
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROB BYKO | MEMBERSHIP C Trustee or director | 1 | $0 |
| CODY CALLARMAN | BOARD MEMBER Trustee or director | 1 | $0 |
| KAREN CLARK | BOARD MEMBER Trustee or director | 1 | $0 |
| JULIANNE FARNSWORTH | BOARD MEMBER Trustee or director | 1 | $0 |
| MARION PLATT | PRESIDENT EL Trustee or director | 1 | $0 |
| MIKE SOTTAK | PUBLIC IMAGE Trustee or director | 1 | $0 |
| CONNER SPANGLER | BOARD MEMBER Trustee or director | 1 | $0 |
| DEBBIE BARTON | SECRETARY Officer | 1 | $0 |
| KARLA COMBS | PRESIDENT Officer | 4 | $0 |
| JAY GIBSON | TREASURER Officer | 1 | $0 |
| ROBERT SULLIVAN | PAST PRESIDE Officer | 1 | $0 |
990-EZ for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CLEAVE HAM | PAST PRESIDE | 2 | $0 |
| KARLA COMBS | PRESIDENT EL | 2 | $0 |
| ROBERT SULLIVAN | PRESIDENT | 6 | $0 |
| DEBBIE BARTON | SECRETARY | 2 | $0 |
| DIGIT MATHENY | SERGEANT AT | 2 | $0 |
| ROB DEWEY | RCCF CHAIR | 2 | $0 |
| JAY GIBSON | TREASURER | 2 | $0 |
| ALAN BURGREEN | CLUB SERV CH | 2 | $0 |
| ROB BYKO | MEMBERSHIP C | 2 | $0 |
| MARION PLATT | EDUCATION CH | 2 | $0 |
| MIKE SOTTAK | PUBLIC IMAGE | 2 | $0 |
990-EZ for the year ended June 30, 2022: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VIRGINIA LAWRENCE | PRESIDENT | 2 | $0 |
| ROB DEWEY | PAST PRESIDE | 2 | $0 |
| CLEAVE HAM | PRESIDENT EL | 2 | $0 |
| DEBBIE BARTON | SECRETARY | 2 | $0 |
| JAY GIBSON | TREASURER | 2 | $0 |
| KARLA COMBS | BOARD MEMBER | 2 | $0 |
| AMY RILEY | BOARD MEMBER | 2 | $0 |
| MICHAEL SMITH | BOARD MEMBER | 2 | $0 |
| STEFANY DI MANNA CICATTO | BOARD MEMBER | 2 | $0 |
| KELSEY WLLEY | BOARD MEMBER | 2 | $0 |
| PHOENICIA MIRACLE | BOARD MEMBER | 2 | $0 |
| ROBERT SULLIVAN | BOARD MEMBER | 2 | $0 |
| MIKE SOTTAK | BOARD MEMBER | 2 | $0 |
| SANDY MORCKEL | ASST DISTRIC | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 21029, CHARLESTON, SC 29413-1029
- Principal officer (990 for 2024)
- CARROLL SCHWEERS, PO BOX 21029, CHARLESTON, SC 29413
- Signed the 990
- KARLA COMBS, PRESIDENT
- Phone
- (843) 412-1009
- Return prepared by
- ELLIOTT & PAINTER LLP
Mission
THE ROTARY CLUB OF CHARLESTON FUND RAISES MONEY TO PROVIDE SUPPORT FOR NOT FOR PROFIT GROUPS TO IMPROVE LITERACY, HEALTH, CLEAN WATER AND WELFARE OF THE PUBLIC
Program accomplishments
- COMMUNITY SERVICE PROJECTSExpenses $19,499
- EDUCATIONAL PROJECTSExpenses $16,231
- INTERNATIONAL PROJECTSExpenses $14,375
- OTHER MISCELLANEOUS PROJECTSExpenses $8,596
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 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 57-1048548
- 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
- 1997
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $515,190
- Income (IRS master file)
- $102,571
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $99,864 | $61,677 | $515,190 | IRS |
| 990-EZ | June 2024 | $48,862 | $73,818 | $483,972 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | $144,895 | $104,556 | $441,467 | XML |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | 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 57-1048548).
Questions about CHARLESTON ROTARY FUND
- What is the EIN of CHARLESTON ROTARY FUND?
- The employer identification number (EIN) of CHARLESTON ROTARY FUND is 57-1048548.
- Is CHARLESTON ROTARY FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to CHARLESTON ROTARY FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CHARLESTON ROTARY FUND 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 CHARLESTON ROTARY FUND due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHARLESTON ROTARY FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of CHARLESTON ROTARY FUND?
- The 990 for the year ended June 30, 2025 names CARROLL SCHWEERS.
- Who are the officers and directors of CHARLESTON ROTARY FUND?
- The 990 for the year ended June 30, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does CHARLESTON ROTARY FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $99,864, expenses of $61,677 and total assets of $515,190 at year end.
Other nonprofits in CHARLESTON
- JOY UNSPEAKABLE FOUNDATION EIN 93-4603637 · last filed 990-PF for 2024
- WE ARE SHARING HOPE SC EIN 57-0875658 · last filed 990 for 2025
- MARIA AND STEVEN MUNGO FOUNDATION EIN 87-1550033 · last filed 990-PF for 2025
- KUZNIK CHARITABLE FOUNDATION EIN 81-0893697 · last filed 990-PF for 2025
- UNCOMMON CHARITABLE IMPACT INC EIN 84-3815117 · last filed 990 for 2025
- HOWARD B SHERMAN FOUNDATION TRUST UTA DATED 04102024 EIN 99-3687001 · last filed 990-PF for 2024
- ISLAND FARM FOUNDATION EIN 87-2023289 · last filed 990-PF for 2025
- CERES FOUNDATION INC EIN 58-2479387 · last filed 990-PF for 2025
All nonprofits in CHARLESTON · South Carolina · Philanthropy, voluntarism and grantmaking foundations