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Nonprofit · EIN 59-6796741

ROSARIAN ACADEMY CHARITABLE TRUST

Tax-exempt · WEST PALM BCH, FL 33401

Financials

$55K$68K2022$59K$49K2023$62K$52K2024
Revenue Expenses · by fiscal year end
Financials of ROSARIAN ACADEMY CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$62,022$51,890$10,132$2,168,882$0$2,168,882
June 30, 2024990$58,558$48,719$9,839$1,951,897$0$1,951,897
June 30, 2023990$55,213$67,942-$12,729$1,756,852$0$1,756,852
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$10,000
Program service revenue
$0
Investment income
$52,022
Other revenue
$0

Expenses

Grants and similar amounts paid
$39,831
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$39,831
Management and general (functional)
$12,059

Balance sheet and other

Total assets, start of year
$1,951,897
Total assets, end of year
$2,168,882
Total liabilities, end of year
$0
Net assets, end of year
$2,168,882
Publicly traded securities
$2,149,392
Net assets without donor restrictions
$2,168,882
Gross receipts
$62,022
Employees
0
Volunteers
0
Year formed
1983
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.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
LINDA TRETHEWEYHEAD OF SCHOOL
Trustee or director
1$0$191,711$516
JOHN FULTONCHAIRMAN OF THE BOARD
Trustee or director, Officer
1$0$0$0
ALISON MISCHKEBOARD TREASURER
Trustee or director, Officer
1$0$0$0
LARRY ALEXANDERTRUSTEE
Trustee or director, Officer
1$0$0$0
SUSAN ANDERSONTRUSTEE
Trustee or director
1$0$0$0
GEORGE MAYERTRUSTEE
Trustee or director
1$0$0$0
JEFF REHMTRUSTEE
Trustee or director
1$0$0$0
KEVIN RYANTRUSTEE
Trustee or director
1$0$0$0
CLAY SUROVEKTRUSTEE
Trustee or director
1$0$0$0
990 for the year ended June 30, 2024: 19 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
LINDA TRETHEWEYHEAD OF SCHOOL
Trustee or director
1$0$175,693$864
NICHOLAS CONIGLIOCHAIRMAN OF THE BOARD
Trustee or director, Officer
1$0$0$0
ALISON MISCHKEBOARD TREASURER
Trustee or director, Officer
1$0$0$0
ALISON REHMBOARD SECRETARY
Trustee or director, Officer
1$0$0$0
DAN CASTROTRUSTEE
Trustee or director
1$0$0$0
NICHOLAS COLEMANTRUSTEE
Trustee or director
1$0$0$0
LEONOR ESNARD OPTRUSTEE
Trustee or director
1$0$0$0
MARY FREITASTRUSTEE
Trustee or director
1$0$0$0
MARTA HARDYMANTRUSTEE
Trustee or director
1$0$0$0
SCOTT HENDRIXTRUSTEE
Trustee or director
1$0$0$0
THOMAS HUNTTRUSTEE
Trustee or director
1$0$0$0
RICHARD JOHNSONTRUSTEE
Trustee or director
1$0$0$0
ROHAN KINGTRUSTEE
Trustee or director
1$0$0$0
GEORGE MAYERTRUSTEE
Trustee or director
1$0$0$0
DANIELLE HICKOX MOORETRUSTEE
Trustee or director
1$0$0$0
STEPHANIE RAPPTRUSTEE
Trustee or director
1$0$0$0
JUDY RIMBEY OPTRUSTEE
Trustee or director
1$0$0$0
JESSICA SUROVEKTRUSTEE
Trustee or director
1$0$0$0
SARAH STUEBETRUSTEE
Trustee or director
1$0$0$0
990 for the year ended June 30, 2023: 8 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
LINDA TRETHEWEYTRUSTEE
Trustee or director
1$0$166,989$6,643
CHERYL SOMERSDIRECTOR OF FINANCE
Officer
1$0$15,968$329
LARRY ALEXANDERTRUSTEE
Trustee or director
1$0$0$0
SUSAN ANDERSONTRUSTEE
Trustee or director
1$0$0$0
SERGIO DE ARAUJOVICE CHAIRMAN
Trustee or director, Officer
1$0$0$0
JOHN FULTONCHAIRMAN
Trustee or director, Officer
1$0$0$0
JOSH SKIVINGTONTRUSTEE
Trustee or director
1$0$0$0
NATE WARDTRUSTEE
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
807 N FLAGLER DR, WEST PALM BCH, FL 33401-3705
Principal officer (990 for 2024)
JODI PANZERI, 807 N FLAGLER DRIVE, WEST PALM BEACH, FL 33401
Signed the 990
JODI PANZERI, DIRECTOR OF FINANCE
Phone
(561) 832-5131
Return prepared by
TEMPLETON & COMPANY LLP

Mission

TO RAISE FUNDS FOR THE BENEFIT OF ROSARIAN ACADEMY, INC., AN EXEMPT ORGANIZATION.

990 for the year ended June 30, 2025

Program accomplishments

  • FUNDS ARE RAISED FOR THE BENEFIT OF ROSARIAN ACADEMY, INC., AN EXEMPT ORGANIZATION.
    Expenses $39,831 · grants $39,831

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
59-6796741
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1984
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$2,168,882
Income (IRS master file)
$62,022

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$62,022$51,890$2,168,882IRS
990June 2024$58,558$48,719$1,951,897IRS
990June 2023$55,213$67,942$1,756,852XML
990June 2022$46,685$34,685$1,675,343IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 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 59-6796741).

Questions about ROSARIAN ACADEMY CHARITABLE TRUST

What is the EIN of ROSARIAN ACADEMY CHARITABLE TRUST?
The employer identification number (EIN) of ROSARIAN ACADEMY CHARITABLE TRUST is 59-6796741.
Is ROSARIAN ACADEMY CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
Are donations to ROSARIAN ACADEMY CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does ROSARIAN ACADEMY CHARITABLE TRUST 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 ROSARIAN ACADEMY CHARITABLE TRUST 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 ROSARIAN ACADEMY CHARITABLE TRUST 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 ROSARIAN ACADEMY CHARITABLE TRUST?
The 990 for the year ended June 30, 2025 names JODI PANZERI.
Who are the officers and directors of ROSARIAN ACADEMY CHARITABLE TRUST?
The 990 for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
How much revenue does ROSARIAN ACADEMY CHARITABLE TRUST have?
On its 990 for the year ended June 30, 2025 it reported revenue of $62,022, expenses of $51,890 and total assets of $2,168,882 at year end.

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