Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 59-2040361

PORT CHARLOTTE ROTARY FOUNDATION INC

Tax-exempt · PT CHARLOTTE, FL 33949

Financials

$14K$26K2022$24K$16K2023
Revenue Expenses · by fiscal year end
Financials of PORT CHARLOTTE ROTARY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2024990-EZ$23,513$16,261$7,252$77,263$2,536$74,727
June 30, 2023990-EZ$13,771$26,011-$12,240$69,950$2,475$67,475
Financial details: 990-EZ for the year ended June 30, 2024

Revenue

Contributions, gifts and grants
$7,516
Program service revenue
$12,670
Investment income
$3,327

Expenses

Grants and similar amounts paid
$6,600
Compensation of officers, directors and key employees
$0
Other expenses
$9,661
Program services (functional)
$16,200

Balance sheet and other

Total assets, start of year
$69,950
Total assets, end of year
$77,263
Total liabilities, end of year
$2,536
Net assets, end of year
$74,727
Cash, savings and investments
$77,263
Gross receipts
$23,513

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
GERRY HENWOODPRESIDENT0$0
CHRISTOPHER GOVERSECRETARY0$0
K STEPHEN CARTERTREASURER0$0
990-EZ for the year ended June 30, 2023: 3 people
NameTitleHours / weekCompensation
GERRY HENWOODPRESIDENT3$0
CHRISTOPHER GOVERSECRETARY3$0
K STEPHEN CARTERTREASURER3$0

Address and contacts

Address (IRS master file)
PO BOX 494801, PT CHARLOTTE, FL 33949-4801
Mailing address (990-N for 2025)
PO Box 494801, Port Charlotte FL 33949
Principal officer (990-N for 2025)
William J Stromberg, 15349 Mille Fiore Blvd, Port Charlotte FL 33953
Signed the 990-EZ
K STEPHEN CARTER, TREASURER
Phone
(941) 544-3961
Return prepared by
MCMILLAN WHITEMAN & ASSOCIATES PLLC

Mission

TO ASSIST THE COMMUNITY IN CIVIC, CHARITABLE AND SOCIAL ENDEAVORS.

990-EZ for the year ended June 30, 2024

Program accomplishments

  • TO ASSIST THE COMMUNITY THROUGH ROTARY ACTIVITIES, SUCH AS DICTIONARY DAY AND S4TL, TO PROVIDE GRANTS FOR YOUTH TO LOCAL HIGH SCHOOLS, AND TO SUPPORT OTHER WORTHWHILE PROJECTS SUCH AS THOSE THROUGH THE ROTARY FOUNDATION.
    Expenses $16,200 · grants $6,600

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-N on file
2024June 30, 2025November 17, 2025990-N on file
2023June 30, 2024November 15, 2024990-EZ on file

File the 2026 990-N for PORT CHARLOTTE ROTARY FOUNDATION INC

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

IRS record

EIN
59-2040361
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
1981
Accounting year ends
June
Files
Form 990-N (e-Postcard)

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-N for 2025
Officer: William J Stromberg
June 30, 2026≤ $50,000 receipts––e-Postcard
990-N for 2024
Officer: William Stromberg
June 30, 2025≤ $50,000 receipts––e-Postcard
990-EZJune 2024$23,513$16,261$77,263XML
990-EZJune 2023$13,771$26,011$69,950XML
990-EZJune 2022–––IRS
990-EZJune 2021–––IRS
990-EZJune 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 59-2040361).

Questions about PORT CHARLOTTE ROTARY FOUNDATION INC

What is the EIN of PORT CHARLOTTE ROTARY FOUNDATION INC?
The employer identification number (EIN) of PORT CHARLOTTE ROTARY FOUNDATION INC is 59-2040361.
Is PORT CHARLOTTE ROTARY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
Are donations to PORT CHARLOTTE ROTARY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does PORT CHARLOTTE ROTARY FOUNDATION INC file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of PORT CHARLOTTE ROTARY 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 PORT CHARLOTTE ROTARY FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-N for 2025 for the year ended June 30, 2026.
Who is the principal officer of PORT CHARLOTTE ROTARY FOUNDATION INC?
The 990-N for 2025 names William J Stromberg.
Who are the officers and directors of PORT CHARLOTTE ROTARY FOUNDATION INC?
The 990-EZ for the year ended June 30, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does PORT CHARLOTTE ROTARY FOUNDATION INC have?
On its 990-EZ for the year ended June 30, 2024 it reported revenue of $23,513, expenses of $16,261 and total assets of $77,263 at year end.

Other nonprofits in PT CHARLOTTE

All nonprofits in PT CHARLOTTE · Florida