Nonprofit · EIN 59-2566435
PONTE VEDRA BEACH ROTARY FOUNDATION INC
Tax-exempt · PONTE VEDRA, FL 32004
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990 | $128,703 | $168,438 | -$39,735 | $753,698 | $0 | $753,698 |
| June 30, 2025 | 990 | $207,474 | $101,478 | $105,996 | $605,734 | $0 | $605,734 |
| June 30, 2024 | 990 | $196,594 | $137,157 | $59,437 | $370,324 | $0 | $370,324 |
| June 30, 2023 | 990 | $126,396 | $72,777 | $53,619 | $310,887 | $0 | $310,887 |
Financial details: 990 for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $95,761
- Membership dues
- $95,761
- Program service revenue
- $0
- Investment income
- $11,347
- Net income from fundraising events
- $19,312
- Other revenue
- $21,595
Expenses
- Grants and similar amounts paid
- $159,960
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $159,960
- Management and general (functional)
- $8,478
Balance sheet and other
- Total assets, start of year
- $605,734
- Total assets, end of year
- $753,698
- Total liabilities, end of year
- $0
- Net assets, end of year
- $753,698
- Publicly traded securities
- $711,568
- Net assets without donor restrictions
- $753,698
- Gross receipts
- $180,236
- Employees
- 0
- Year formed
- 1985
- 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 |
|---|---|---|---|
| MICHAEL BRUCE | CHAIRMAN Trustee or director, Officer | – | $0 |
| SHERRY MAHONEY | SECRETARY Trustee or director, Officer | – | $0 |
| GEORGE MCCAUGHAN | TREASURER Trustee or director, Officer | – | $0 |
| CHRISTINE NG | VICE-CHAIRMA Trustee or director, Officer | – | $0 |
990 for the year ended June 30, 2025: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL BRUCE | VICE-CHAIRMA Trustee or director, Officer | – | $0 |
| SHERRY MAHONEY | SECRETARY Trustee or director, Officer | – | $0 |
| GEORGE MCCAUGHAN | TREASURER Trustee or director, Officer | – | $0 |
| BILLY WAGNER | CHAIRMAN Trustee or director, Officer | – | $0 |
990 for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHERRY MAHONEY | SECRETARY Trustee or director, Officer | 4 | $0 |
| GEORGE MCCAUGHAN | TREASURER Trustee or director, Officer | 4 | $0 |
| BILLY WAGNER | CHAIRMAN Trustee or director, Officer | 4 | $0 |
| MICHAEL BRUCE | VICE-CHAIRMAN Trustee or director, Officer | 4 | $0 |
990 for the year ended June 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHERRY MAHONEY | SECRETARY Trustee or director, Officer | 4 | $0 |
| DEBRA SMITH | TREASURER Trustee or director, Officer | 4 | $0 |
| BILLY WAGNER | CHAIRMAN Trustee or director, Officer | 4 | $0 |
| MICHAEL BRUCE | VICE-CHAIRMAN Trustee or director, Officer | 4 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 70, PONTE VEDRA, FL 32004-0070
- Principal officer (990 for 2025)
- GEORGE MCCAUGHAN
- Signed the 990
- GEORGE MCCAUGHAN, TREASURER
- Phone
- (904) 725-3174
- Return prepared by
- FINANCIAL SOLUTION ADVISORS LLC
Mission
THE PONTE VEDRA BEACH ROTARY FOUNDATIONS, INC. SHALL BE TO OPERATE EXCLUSIVELY FOR CHARITABLE PURPOSE, TO ACCEPT, HOLD, INVEST, RE-INVEST AND ADMINISTER ANY GIFTS, BEQUESTS, BENEFITS OF TRUSTS, AND PROPERTY TO USE AND APPLY THE PROCEEDS OR INCOME FOR CHARITABLE, HUMANITARIAN, LITERARY, EDUCATIONAL OR SCIENTIFICE PURPOSES DIRECTLY OR INDIRECTLY BY CONTRIBUTIONS TO INDIVIDUALS OR ORGANIZATIONS.
Program accomplishments
- 1- ROTARIAN'S ANNUAL EVENT IS CELEBRATING OUR YEARLY ACCOMPLISHMENTS, HONORING AND RECOGNIZING KEY LEADERSHIP AND ACHIEVERS AND ALSO RECOMMITTING TO OUR CLUB AND THE WORK WE ALL DO IN OUR COMMUNITY. 2- WATER PROJECT- ROTARY CLUB PARTNERED WITH LOCAL ORGANIZATIONS AND UNIVERSITY OF NORTH FLORIDA COLLEGE OF ENGINEERING TO DESIGN AND CONSTRUCT A WATER SYSTEM FOR 120 HOUSEHOLDS IN GUATEMALA. 3- LOCAL HEROES AWARDS- FOR INDIVIDUALS WHO GO ABOVE AND BEYOND, MAKING A VITAL IMPACT ON THE LOCAL COMMUNITY AND MIGRANT WORKERS EVENT PROVIDING DINNER AND CLOTHING DONATIONS FOR LABORERS IN OUR COMMUNITY.Expenses $159,960 · grants $159,960 · revenue $108,704
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
- 59-2566435
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1986
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $753,698
- Income (IRS master file)
- $180,236
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2026 | $128,703 | $168,438 | $753,698 | XML |
| 990 | June 2025 | $207,474 | $101,478 | $605,734 | XML |
| 990 | June 2024 | $196,594 | $137,157 | $370,324 | XML |
| 990 | June 2023 | $126,396 | $72,777 | $310,887 | XML |
| 990 | June 2022 | $147,393 | $126,957 | $257,268 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | 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 59-2566435).
Questions about PONTE VEDRA BEACH ROTARY FOUNDATION INC
- What is the EIN of PONTE VEDRA BEACH ROTARY FOUNDATION INC?
- The employer identification number (EIN) of PONTE VEDRA BEACH ROTARY FOUNDATION INC is 59-2566435.
- Is PONTE VEDRA BEACH ROTARY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to PONTE VEDRA BEACH ROTARY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does PONTE VEDRA BEACH ROTARY 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 PONTE VEDRA BEACH 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 PONTE VEDRA BEACH ROTARY 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 PONTE VEDRA BEACH ROTARY FOUNDATION INC?
- The 990 for the year ended June 30, 2026 names GEORGE MCCAUGHAN.
- Who are the officers and directors of PONTE VEDRA BEACH ROTARY FOUNDATION INC?
- The 990 for the year ended June 30, 2026 lists 4 people; 0 received compensation from the organization.
- How much revenue does PONTE VEDRA BEACH ROTARY FOUNDATION INC have?
- On its 990 for the year ended June 30, 2026 it reported revenue of $128,703, expenses of $168,438 and total assets of $753,698 at year end.
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