Nonprofit · EIN 77-0578568
CARPINTERIA ROTARY CHARITABLE FOUNDATION
Tax-exempt · CARPINTERIA, CA 93013
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $35,324 | $5,215 | $30,109 | $171,342 | – | $171,342 |
| June 30, 2024 | 990-EZ | $28,344 | $15,728 | $12,616 | $148,054 | – | $148,054 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,500
- Investment income
- $2,263
- Net gain from sales of assets
- $4,216
- Net income from fundraising events
- $25,345
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $760
- Printing, publications and postage
- $420
- Other expenses
- $4,035
- Program services (functional)
- $4,455
Balance sheet and other
- Total assets, start of year
- $148,054
- Total assets, end of year
- $171,342
- Total liabilities, end of year
- –
- Net assets, end of year
- $171,342
- Cash, savings and investments
- $171,342
- Gross receipts
- $92,695
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-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JON EVERETT | President | 2 | $0 |
| ANDREW BAILARD | Secretary | 2 | $0 |
| ALEC HARDY | Treasurer | 3 | $0 |
| BARRY ENTICKNAP | Director | 1 | $0 |
| ROLAND ROTZ | Director | 1 | $0 |
| JOHN WELTY | Director | 1 | $0 |
| PAUL WRIGHT | Director | 1 | $0 |
| WHITT HOLLIS | Director | 1 | $0 |
990-EZ for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JON EVERETT | PRESIDENT | 2 | $0 |
| ANDREW BAILARD | SECRETARY | 2 | $0 |
| ALEC HARDY | TREASURER | 3 | $0 |
| BARRY ENTICKNAP | BOARD MEMBER | 1 | $0 |
| KAREN GRAF | BOARD MEMBER | 1 | $0 |
| ROLAND ROTZ | BOARD MEMBER | 1 | $0 |
| JOHN WELTY | BOARD MEMBER | 1 | $0 |
| PAUL WRIGHT | BOARD MEMBER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1072 CASITAS PASS ROAD 210, CARPINTERIA, CA 93013-2109
- In care of
- % DONNA L TRELOAR
- Mailing address (990-N for 2008)
- P O Box 1121, Carpinteria CA 93014
- Principal officer (990-N for 2008)
- G Andrew Bailard, P O Box 1121, Carpinteria CA 93014
- Signed the 990-EZ
- JON EVERETT, President
- Phone
- (805) 684-5489
- Return prepared by
- Santa Ynez Valley Tax Professionals Inc
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0578568 or by the name CARPINTERIA ROTARY CHARITABLE FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO BENEFIT CHARITABLE PROGRAMS IN CARPINTERIA, CA OR ELSEWHERE IN SANTABARBARA COUNTY, INCLUDING, BUT NOT LIMITED TO, SCHOLARSHIPS, COMMUNITYEVENTS, PARKS AND RECREATION EVENTS, SENIOR CITIZENS, MENTALLY ANDPHYSICALLY DISADVANTAGED, AND OTHER HEALTH AND HUMANITY NEEDS.
Program accomplishments
- TO BENEFIT CHARITABLE PROGRAMS IN CARPINTERIA, CA OR ELSEWHERE IN SANTABARBARA COUNTY, INCLUDING, BUT NOT LIMITED TO, SCHOLARSHIPS, COMMUNITYEVENTS, PARKS AND RECREATION EVENTS, SENIOR CITIZENS, MENTALLY ANDPHYSICALLY DISADVANTAGED, AND OTHER HEALTH AND HUMANITY NEEDS.Expenses $4,455
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-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 77-0578568
- 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
- 2001
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T12)
- Assets (IRS master file)
- $171,342
- Income (IRS master file)
- $92,695
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $35,324 | $5,215 | $171,342 | IRS |
| 990-EZ | June 2024 | $28,344 | $15,728 | $148,054 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-N for 2008 Officer: G Andrew Bailard | June 30, 2009 | ≤ $50,000 receipts | – | – | e-Postcard |
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 77-0578568).
Questions about CARPINTERIA ROTARY CHARITABLE FOUNDATION
- What is the EIN of CARPINTERIA ROTARY CHARITABLE FOUNDATION?
- The employer identification number (EIN) of CARPINTERIA ROTARY CHARITABLE FOUNDATION is 77-0578568.
- Is CARPINTERIA ROTARY CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to CARPINTERIA ROTARY CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CARPINTERIA ROTARY CHARITABLE FOUNDATION 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 CARPINTERIA ROTARY CHARITABLE FOUNDATION 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 CARPINTERIA ROTARY CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who is the principal officer of CARPINTERIA ROTARY CHARITABLE FOUNDATION?
- The 990-N for 2008 names G Andrew Bailard.
- Who are the officers and directors of CARPINTERIA ROTARY CHARITABLE FOUNDATION?
- The 990-EZ for the year ended June 30, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does CARPINTERIA ROTARY CHARITABLE FOUNDATION have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $35,324, expenses of $5,215 and total assets of $171,342 at year end.
Other nonprofits in CARPINTERIA
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- DISKANT FAMILY FOUNDATION EIN 45-6625707 · last filed 990-PF for 2025
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- MORNING ROTARY OF CARPINTERIA CHARITABLE FOUNDATION INC EIN 03-0551540 · last filed 990-EZ for 2025
- ROTARY CLUB OF CARPINTERIA SUNSET CHARITABLE FOUNDATION INC EIN 82-4936470 · last filed 990-N for 2023
- CATE SCHOOL EIN 95-1644630 · last filed 990 for 2025
- CHANNEL ISLANDS YOUNG MENS CHRISTIAN ASSOCIATION EIN 95-1643379 · last filed 990 for 2025
- MOMENTUM WORK INC EIN 95-2598337 · last filed 990 for 2025
All nonprofits in CARPINTERIA · California · Philanthropy, voluntarism and grantmaking foundations