Nonprofit · EIN 59-2592844
CHARLOTTE LOCAL EDUCATION FOUNDATION INC
Tax-exempt · PT CHARLOTTE, FL 33948
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $363,836 | $610,994 | -$247,158 | $2,554,874 | $6,700 | $2,548,174 |
| June 30, 2024 | 990 | $771,610 | $858,498 | -$86,888 | $2,813,008 | $6,700 | $2,806,308 |
| June 30, 2023 | 990 | $702,896 | $857,028 | -$154,132 | $2,741,309 | $40,234 | $2,701,075 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $431,990
- Program service revenue
- $37,885
- Investment income
- -$50,926
- Net gain from sales of assets
- -$99,435
- Net income from fundraising events
- -$55,113
- Other revenue
- -$55,113
Expenses
- Grants and similar amounts paid
- $311,570
- Compensation of officers, directors and key employees
- $83,183
- Salaries, compensation and benefits (total)
- $173,777
- Professional fundraising fees
- $0
- Accounting fees
- $10,571
- Program services (functional)
- $523,652
- Management and general (functional)
- $61,372
- Fundraising (functional)
- $25,970
Balance sheet and other
- Total assets, start of year
- $2,813,008
- Total assets, end of year
- $2,554,874
- Total liabilities, end of year
- $6,700
- Net assets, end of year
- $2,548,174
- Publicly traded securities
- $1,944,823
- Net assets without donor restrictions
- $144,736
- Net assets with donor restrictions
- $2,403,438
- Gross receipts
- $538,761
- Employees
- 3
- Volunteers
- 28
- Year formed
- 1989
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANIEL WASHINGTON | EXECUTIVE DIRECTOR Officer | 40 | $83,183 |
| DOUGLAS TUCKER | PRESIDENT Trustee or director, Officer | 0.1 | $0 |
| LISA BAIRD | TREASURER Trustee or director, Officer | 0.1 | $0 |
| DONNA HOLLAND | SECRETARY Trustee or director, Officer | 0.1 | $0 |
| GENEVIEVE RAMACHANDRAN | DIRECTOR Trustee or director | 0.1 | $0 |
| JOE PATERNO | DIRECTOR Trustee or director | 0.1 | $0 |
| SARA PERRI | DIRECTOR Trustee or director | 0.1 | $0 |
| CANDACE KELLOGG | DIRECTOR Trustee or director | 0.1 | $0 |
| RICARDO TERRAZAS | DIRECTOR Trustee or director | 0.1 | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA BAIRD | TREASURER Trustee or director, Officer | – | $0 |
| DONNA HOLLAND | SECRETARY Trustee or director, Officer | – | $0 |
| CANDACE KELOGG | DIRECTOR Trustee or director | – | $0 |
| KREG MAHEU | DIRECTOR Trustee or director | – | $0 |
| JOE PATERNO | DIRECTOR Trustee or director | – | $0 |
| SARA A PERRI | DIRECTOR Trustee or director | – | $0 |
| GENEVIEVE RAMACHANDRAN | DIRECTOR Trustee or director | – | $0 |
| BARBARA ROCHE | PRESIDENT Trustee or director, Officer | – | $0 |
| ROBERT SEGUR | SCHOOL BD RE Trustee or director | – | $0 |
| RICARDO TERRAZAS | DIRECTOR Trustee or director | – | $0 |
| MARK VIANELLO | SUPERINTENDE Trustee or director | – | $0 |
| DANIEL WASHINGTON | EXECUTIVE DI Trustee or director | – | $0 |
990 for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAN AMBROSE | PRESIDENT Trustee or director, Officer | – | $0 |
| STEVE DIONISIO | EX OFFICIO Trustee or director, Officer | – | $0 |
| DONNA HOLLAND | SECRETARY Trustee or director, Officer | – | $0 |
| CANDACE KELOGG | DIRECTOR Trustee or director | – | $0 |
| KREG MAHEU | DIRECTOR Trustee or director | – | $0 |
| MAURA MATZKO | PAST PRESIDE Trustee or director, Officer | – | $0 |
| DAVID PALMER | TREASURER Trustee or director, Officer | – | $0 |
| SARA A PERRI | DIRECTOR Trustee or director | – | $0 |
| GENEVIEVE RAMACHANDRAN | DIRECTOR Trustee or director | – | $0 |
| BARBARA ROCHE | DIRECTOR Trustee or director | – | $0 |
| ROBERT SEGUR | SCHOOL BOARD Trustee or director | – | $0 |
| DANIEL WASHINGTON | EXECUTIVE DI Trustee or director | – | $0 |
Address and contacts
- Address (IRS master file)
- 18150 MURDOCK CIR, PT CHARLOTTE, FL 33948-4027
- Principal officer (990 for 2024)
- DOUGLAS TUCKER, 18150 MURDOCK CIRCLE BLDG A, PORT CHARLOTTE, FL 33948
- Signed the 990
- DANIEL WASHINGTON, EXECUTIVE DIRECTOR
- Phone
- (941) 255-7500
- Return prepared by
- PURVIS GRAY & COMPANY LLP
Mission
EDUCATIONAL AND CHARITABLE PRIMARILY WITH SUPPORT OF PUBLIC EDUCATION THROUGH GRANTS FOR CLASSROOM PROJECTS WITH TEACHER SUPPORT AND EMPLOYER RECOGNITION, AS WELL AS TAKE STOCK IN CHILDREN PROGRAM AND TEACHER SUPPLY DEPORT PROGRAM.
Program accomplishments
- EDUCATIONAL AND CLASSROOM PROGRAMS INCLUDING TEACHER SUPPLY DEPOTExpenses $349,642 · grants $196,138 · revenue $37,885
- PUBLIC SCHOOL PROGRAMS AND EDUCATIONAL GRANTSExpenses $164,672 · grants $109,577
- TAKE STOCK IN CHILDREN PREPAID FLORIDA SCHOLARSHIPSExpenses $9,338 · grants $5,855
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 on file |
IRS record
- EIN
- 59-2592844
- 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
- 1987
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $2,554,874
- Income (IRS master file)
- $538,761
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $363,836 | $610,994 | $2,554,874 | IRS |
| 990 | June 2024 | $771,610 | $858,498 | $2,813,008 | XML |
| 990 | June 2023 | $702,896 | $857,028 | $2,741,309 | XML |
| 990 | June 2022 | – | – | – | 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 59-2592844).
Questions about CHARLOTTE LOCAL EDUCATION FOUNDATION INC
- What is the EIN of CHARLOTTE LOCAL EDUCATION FOUNDATION INC?
- The employer identification number (EIN) of CHARLOTTE LOCAL EDUCATION FOUNDATION INC is 59-2592844.
- Is CHARLOTTE LOCAL EDUCATION FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to CHARLOTTE LOCAL EDUCATION FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CHARLOTTE LOCAL EDUCATION 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 CHARLOTTE LOCAL EDUCATION FOUNDATION INC 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 CHARLOTTE LOCAL EDUCATION FOUNDATION INC 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 CHARLOTTE LOCAL EDUCATION FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names DOUGLAS TUCKER.
- Who are the officers and directors of CHARLOTTE LOCAL EDUCATION FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 9 people; 1 received compensation from the organization, the highest $83,183 (DANIEL WASHINGTON, EXECUTIVE DIRECTOR).
- How much revenue does CHARLOTTE LOCAL EDUCATION FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $363,836, expenses of $610,994 and total assets of $2,554,874 at year end.
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