Nonprofit · EIN 59-3750165
ROTARY CLUB OF THE VILLAGES FOUNDATION INC
Also known as SMITH CHARLES H PRES
Tax-exempt · LADY LAKE, FL 32158
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $166,275 | $142,883 | $23,392 | $382,597 | $0 | $382,597 |
| June 30, 2024 | 990 | $207,053 | $194,323 | $12,730 | $359,205 | $0 | $359,205 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $53,509
- Program service revenue
- $0
- Investment income
- $12,435
- Net income from fundraising events
- $95,376
- Other revenue
- $100,331
Expenses
- Grants and similar amounts paid
- $131,596
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,560
- Program services (functional)
- $131,596
- Management and general (functional)
- $11,287
Balance sheet and other
- Total assets, start of year
- $359,205
- Total assets, end of year
- $382,597
- Total liabilities, end of year
- $0
- Net assets, end of year
- $382,597
- Gross receipts
- $185,741
- Employees
- 0
- Volunteers
- 25
- Year formed
- 2001
- 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 |
|---|---|---|---|
| GLYNDA ROGERS | TREASURER Trustee or director, Officer | 8 | $1,200 |
| BRENT SMELTZER | SECRETARY Trustee or director, Officer | 5 | $0 |
| JOANN MURPHY | DIRECTOR Trustee or director | 1 | $0 |
| SCOTT SANDER | DIRECTOR Trustee or director | 1 | $0 |
| DAVID GARDNER | VICE PRESIDENT Trustee or director, Officer | 4 | $0 |
| RICHARD PHOEBUS | DIRECTOR Trustee or director | 1 | $0 |
| STEPHANIE FERNUNG | PRESIDENT Trustee or director, Officer | 15 | $0 |
| PAUL FARINEAU | DIRECTOR Trustee or director | 1 | $0 |
| MARCIA BARBER | DIRECTOR Trustee or director | 1 | $0 |
| BEN BENZEL | DIRECTOR Trustee or director | 1 | $0 |
| JAMES DOW | DIRECTOR Trustee or director | 1 | $0 |
| SEAN DONNELLY | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GLYNDA ROGERS | TREASURER Trustee or director, Officer | 8 | $1,200 |
| EARL CHERUBINI | DIRECTOR Trustee or director | 5 | $0 |
| BRENT SMELTZER | SECRETARY Trustee or director, Officer | 5 | $0 |
| JOANN MURPHY | DIRECTOR Trustee or director | 1 | $0 |
| SCOTT SANDER | DIRECTOR Trustee or director | 1 | $0 |
| DAVID GARDNER | VICE PRESIDENT Trustee or director, Officer | 4 | $0 |
| RICHARD PHOEBUS | DIRECTOR Trustee or director | 1 | $0 |
| STEPHANIE FERNUNG | PRESIDENT Trustee or director, Officer | 15 | $0 |
| PAUL FARINEAU | DIRECTOR Trustee or director | 1 | $0 |
| MARCIA BARBER | DIRECTOR Trustee or director | 1 | $0 |
| BEN BENZEL | DIRECTOR Trustee or director | 1 | $0 |
| JAMES DOW | DIRECTOR Trustee or director | 1 | $0 |
| SEAN DONNELLY | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1645, LADY LAKE, FL 32158-1645
- Principal officer (990 for 2024)
- STEPHANIE FERNUNG, 12021 NE 51ST CT, OXFORD, FL 34484
- Signed the 990
- GLYNDA ROGERS, TREASURER
- Phone
- (352) 321-7883
- Return prepared by
- Karen A Berryman
Mission
ENGAGE IN PERIODIC FUNDRAISING ACTIVITIES AND EVENTS IN ORDER TO PROVIDE SCHOLARSHIP PROGRAMS FOR DESERVING STUDENTS FROM AREA HIGH SCHOOLS, SUPPORT TO LOCAL SCHOOL & SHELTER PROGRAMS AND VARIOUS HUMANITARIAN RELIEF EFFORTS.
Program accomplishments
- OVER 18 POST SECONDARY SCHOLARSHIPS PRESENTED TO GRADUATES OF LOCAL HIGH SCHOOLSExpenses $31,000 · grants $31,000
- COMMUNITY SERVICE-ASSISTANCE GIVEN TO 3 AREA FOOD PANTRIES, VILLAGES SCHOOLS, LAKE AND SUMTER COUNTIES CHILDRENS SUPPORT ORGANIZATIONS, OTHER LOCAL ADULT AND CHILDRENS CHARITABLE PROGRAMS.Expenses $74,596 · grants $74,596
- ROTARY INTERNATIONAL PROJECTS - INTERNATIONAL RELIEF EFFORTS,CAMPS,SHELTER BOXES AND OTHER ROTARY DISTRICT 6980 CHARITABLE PROJECTSExpenses $26,000 · grants $26,000
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
- 59-3750165
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Exempt since
- 2002
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $382,597
- Income (IRS master file)
- $185,741
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $166,275 | $142,883 | $382,597 | XML |
| 990 | June 2024 | $207,053 | $194,323 | $359,205 | XML |
| 990 | June 2023 | $153,877 | $166,653 | $346,476 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | 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 59-3750165).
Questions about ROTARY CLUB OF THE VILLAGES FOUNDATION INC
- What is the EIN of ROTARY CLUB OF THE VILLAGES FOUNDATION INC?
- The employer identification number (EIN) of ROTARY CLUB OF THE VILLAGES FOUNDATION INC is 59-3750165.
- Is ROTARY CLUB OF THE VILLAGES FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Which annual return does ROTARY CLUB OF THE VILLAGES 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 ROTARY CLUB OF THE VILLAGES 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 ROTARY CLUB OF THE VILLAGES 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 ROTARY CLUB OF THE VILLAGES FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names STEPHANIE FERNUNG.
- Who are the officers and directors of ROTARY CLUB OF THE VILLAGES FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 12 people; 1 received compensation from the organization, the highest $1,200 (GLYNDA ROGERS, TREASURER).
- How much revenue does ROTARY CLUB OF THE VILLAGES FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $166,275, expenses of $142,883 and total assets of $382,597 at year end.
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