Nonprofit · EIN 61-6559074
THE PATTY & JOE ROTUNDA CHARITABLE TRUST
Also known as PATRICIA C ROTUNDA ET AL TTEE
Tax-exempt · AUSTIN, TX 78733
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $78,326 | $142,755 | -$64,429 | $350,414 | $0 | $350,414 |
| December 31, 2024 | 990-PF | $14,439 | $117,830 | -$103,391 | $430,152 | $0 | $430,152 |
| December 31, 2023 | 990-PF | $12,870 | $37,104 | -$24,234 | $518,232 | $0 | $518,232 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $3,885
- Dividends
- $13,225
- Interest
- $760
- Net gain from sales of assets
- $60,456
Expenses
- Grants and similar amounts paid
- $135,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $136,942
- Excise tax on investment income
- $956
Balance sheet and other
- Total assets, start of year
- $430,152
- Total assets, end of year
- $350,414
- Total liabilities, end of year
- $0
- Net assets, end of year
- $350,414
- Fair market value of assets
- $768,632
- Qualifying distributions
- $136,942
- Net investment income
- $74,441
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-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH L ROTUNDA 1127 MARLY WAY, AUSTIN, TX 78733 | TRUSTEE | 5 | $0 |
| PATRICIA C ROTUNDA 1127 MARLY WAY, AUSTIN, TX 78733 | TRUSTEE | 5 | $0 |
| JOSEPH JASON ROTUNDA 1127 MARLY WAY, AUSTIN, TX 78733 | SUCCESSOR TRUSTEE | 5 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH L ROTUNDA 1127 MARLY WAY, AUSTIN, TX 78733 | TRUSTEE | 5 | $0 |
| PATRICIA C ROTUNDA 1127 MARLY WAY, AUSTIN, TX 78733 | TRUSTEE | 5 | $0 |
| JOSEPH JASON ROTUNDA 2102 APRICOT GLEN DRIVE, AUSTIN, TX 78746 | SUCCESSOR TRUSTEE | 5 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH L ROTUNDA 1127 MARLY WAY, AUSTIN, TX 78733 | TRUSTEE | 5 | $0 |
| PATRICIA C ROTUNDA 1127 MARLY WAY, AUSTIN, TX 78733 | TRUSTEE | 5 | $0 |
| JOSEPH JASON ROTUNDA 2102 APRICOT GLEN DRIVE, AUSTIN, TX 78746 | SUCCESSOR TRUSTEE | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 1127 MARLY WAY, AUSTIN, TX 78733-3275
- In care of
- % PATTY AND JOE ROTUNDA
- Signed the 990-PF
- PATRICIA C ROTUNDA, TRUSTEE
- Phone
- (512) 970-3008
- Return prepared by
- RSM US LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 61-6559074
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2016
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $350,414
- Income (IRS master file)
- $159,174
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $78,326 | $142,755 | $350,414 | IRS |
| 990-PF | December 2024 | $14,439 | $117,830 | $430,152 | IRS |
| 990-PF | December 2023 | $12,870 | $37,104 | $518,232 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 61-6559074).
Questions about THE PATTY & JOE ROTUNDA CHARITABLE TRUST
- What is the EIN of THE PATTY & JOE ROTUNDA CHARITABLE TRUST?
- The employer identification number (EIN) of THE PATTY & JOE ROTUNDA CHARITABLE TRUST is 61-6559074.
- Is THE PATTY & JOE ROTUNDA CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to THE PATTY & JOE ROTUNDA CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE PATTY & JOE ROTUNDA CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE PATTY & JOE ROTUNDA CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE PATTY & JOE ROTUNDA CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of THE PATTY & JOE ROTUNDA CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does THE PATTY & JOE ROTUNDA CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $78,326, expenses of $142,755 and total assets of $350,414 at year end.
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