Nonprofit · EIN 65-0291703
PUNTA GORDA ROTARY CHARITY AND EDUCATION FOUNDATION INC
Tax-exempt · PUNTA GORDA, FL 33951
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990 | $83,941 | $79,421 | $4,520 | $722,531 | $3,868 | $718,663 |
| June 30, 2025 | 990 | $130,932 | $71,607 | $59,325 | $723,661 | $0 | $723,661 |
| June 30, 2024 | 990 | $108,016 | $78,224 | $29,792 | $664,818 | $0 | $664,818 |
Financial details: 990 for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $16,033
- Program service revenue
- $0
- Investment income
- $2,892
- Net gain from sales of assets
- -$9,041
- Net income from fundraising events
- $65,016
- Other revenue
- $65,016
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $67,321
- Management and general (functional)
- $12,100
Balance sheet and other
- Total assets, start of year
- $723,661
- Total assets, end of year
- $722,531
- Total liabilities, end of year
- $3,868
- Net assets, end of year
- $718,663
- Gross receipts
- $363,433
- Employees
- 0
- Year formed
- 2018
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 |
|---|---|---|---|
| DARCY HANLEY | Vice President Trustee or director, Officer | 0 | $0 |
| JAMES WILLIAMS | Trustee Trustee or director | 0 | $0 |
| PAUL BLAINE | Secretary Trustee or director | 0 | $0 |
| CHARLES MARSEE | Trustee Trustee or director | 0 | $0 |
| JOEY ALONSO | Trustee Trustee or director | 0 | $0 |
| PAUL LIOON | Trustee Trustee or director | 0 | $0 |
| ALICIA OATES | Trustee Trustee or director | 0 | $0 |
| KATHRYN SMITH | Secretary Trustee or director | 0 | $0 |
| PETER WILKINS | Trustee Trustee or director | 0 | $0 |
| LACHLAN SMITH | Treasurer Trustee or director | 0 | $0 |
990 for the year ended June 30, 2025: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DARCY HANLEY | Vice President Trustee or director, Officer | 0 | $0 |
| JAMES WILLIAMS | Trustee Trustee or director | 0 | $0 |
| PAUL BLAINE | Secretary Trustee or director | 0 | $0 |
| CHARLES MARSEE | Trustee Trustee or director | 0 | $0 |
| JOEY ALONSO | Trustee Trustee or director | 0 | $0 |
| PAUL LIOON | Trustee Trustee or director | 0 | $0 |
| ALICIA OATES | Trustee Trustee or director | 0 | $0 |
| KATHRYN SMITH | Secretary Trustee or director | 0 | $0 |
| PETER WILKINS | Trustee Trustee or director | 0 | $0 |
| LACHLAN SMITH | Treasurer Trustee or director | 0 | $0 |
990 for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DARCY HANLEY | Vice President Trustee or director, Officer | 0 | $0 |
| JAMES WILLIAMS | Trustee Trustee or director | 0 | $0 |
| PAUL BLAINE | Secretary Trustee or director | 0 | $0 |
| CHARLES MARSEE | Trustee Trustee or director | 0 | $0 |
| JOEY ALONSO | Trustee Trustee or director | 0 | $0 |
| PAUL LIOON | Trustee Trustee or director | 0 | $0 |
| ALICIA OATES | Trustee Trustee or director | 0 | $0 |
| KATHRYN SMITH | Secretary Trustee or director | 0 | $0 |
| PETER WILKINS | Trustee Trustee or director | 0 | $0 |
| LACHLAN SMITH | Treasurer Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 511132, PUNTA GORDA, FL 33951-1132
- In care of
- % JOHN S DZURAK
- Mailing address (990-N for 2018)
- 5401 ALMAR DRIVE, PUNTA GORDA FL 33950
- Principal officer (990 for 2025)
- CRAIG ESTERLY
- Principal officer (990-N for 2018)
- REXFORD R KOCH, 5401 ALMAR DRIVE, PUNTA GORDA FL 33950
- Signed the 990
- LACHLAN SMITH, Treasurer
- Phone
- (941) 637-0544
- Return prepared by
- Parlade Schaefer Schortz CPAs PA
Mission
THE ORGANIZATION HAS A MISSION TO PROMOTE AND PROVIDE FINANCIAL SUPPORT FOR EDUCATIONAL AND CHARITABLE SERVICES.
Program accomplishments
- TO HELP CHILDREN AND FAMILIESExpenses $67,321
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
- 65-0291703
- 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
- 1993
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B95Z)
- Assets (IRS master file)
- $722,531
- Income (IRS master file)
- $363,433
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2026 | $83,941 | $79,421 | $722,531 | XML |
| 990 | June 2025 | $130,932 | $71,607 | $723,661 | XML |
| 990 | June 2024 | $108,016 | $78,224 | $664,818 | XML |
| 990 | June 2023 | $121,728 | $89,930 | $562,984 | IRS |
| 990 | June 2022 | $1,498 | $134,315 | $531,186 | IRS |
| 990 | June 2021 | $169,040 | $41,783 | $664,003 | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990-N for 2018 Officer: REXFORD R KOCH | June 30, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
| 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 65-0291703).
Questions about PUNTA GORDA ROTARY CHARITY AND EDUCATION FOUNDATION INC
- What is the EIN of PUNTA GORDA ROTARY CHARITY AND EDUCATION FOUNDATION INC?
- The employer identification number (EIN) of PUNTA GORDA ROTARY CHARITY AND EDUCATION FOUNDATION INC is 65-0291703.
- Is PUNTA GORDA ROTARY CHARITY AND EDUCATION FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to PUNTA GORDA ROTARY CHARITY AND EDUCATION FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PUNTA GORDA ROTARY CHARITY AND 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 PUNTA GORDA ROTARY CHARITY AND EDUCATION 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 PUNTA GORDA ROTARY CHARITY AND EDUCATION 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 PUNTA GORDA ROTARY CHARITY AND EDUCATION FOUNDATION INC?
- The 990 for the year ended June 30, 2026 names CRAIG ESTERLY.
- Who are the officers and directors of PUNTA GORDA ROTARY CHARITY AND EDUCATION FOUNDATION INC?
- The 990 for the year ended June 30, 2026 lists 10 people; 0 received compensation from the organization.
- How much revenue does PUNTA GORDA ROTARY CHARITY AND EDUCATION FOUNDATION INC have?
- On its 990 for the year ended June 30, 2026 it reported revenue of $83,941, expenses of $79,421 and total assets of $722,531 at year end.
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