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Nonprofit · EIN 82-3365340

ROTARY CLUB OF CARMEL-BY-THE-SEA FOUNDATION

Tax-exempt · CARMEL, CA 93922

Financials

$117K$116K2023$122K$114K2024$240K$186K2025
Revenue Expenses · by fiscal year end
Financials of ROTARY CLUB OF CARMEL-BY-THE-SEA FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$240,273$185,720$54,553$345,966$0$345,966
December 31, 2024990-EZ$122,414$113,799$8,615$291,413–$291,413
December 31, 2023990-EZ$117,361$115,602$1,759$282,798–$282,798
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$239,600
Program service revenue
$0
Investment income
$673
Other revenue
$0

Expenses

Grants and similar amounts paid
$120,500
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$126,610
Management and general (functional)
$4,487
Fundraising (functional)
$54,623

Balance sheet and other

Total assets, start of year
$291,413
Total assets, end of year
$345,966
Total liabilities, end of year
$0
Net assets, end of year
$345,966
Net assets without donor restrictions
$345,966
Gross receipts
$240,273
Employees
0
Year formed
2017
State of legal domicile
CA

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Troy KingshavenChairman
Trustee or director, Officer
1$0
Liza HorvathTreasurer
Trustee or director, Officer
1$0
Phil ArnoldDirector
Trustee or director
1$0
Kirk ConwayDirector
Trustee or director
1$0
Steve FrauenholtzDirector
Trustee or director
1$0
James AganSecretary
Trustee or director, Officer
1$0
990-EZ for the year ended December 31, 2024: 6 people
NameTitleHours / weekCompensation
Troy KingshavenChairman1$0
Liza HorvathTreasurer1$0
Phil ArnoldDirector1$0
Kirk ConwayDirector1$0
William TylerDirector1$0
James AganSecretary1$0
990-EZ for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
Troy KingshavenChairman1$0
Liza HorvathTreasurer1$0
Phil ArnoldDirector1$0
Kirk ConwayDirector1$0
William TylerDirector1$0
James AganSecretary1$0

Address and contacts

Address (IRS master file)
PO BOX 22320, CARMEL, CA 93922-0320
Mailing address (990-N for 2017)
P O Box 22023, Carmel CA 93922
Principal officer (990 for 2025)
Troy Kingshaven, P O Box 22320, Carmel, CA 93922
Principal officer (990-N for 2017)
Troy Kingshaven, PO Box 791, Monterey CA 93942
Signed the 990
Liza Horvath, Treasurer
Phone
(831) 646-5262
Return prepared by
Finn Cohen & Adrian CPAs APC

California records

California keeps its own records of charities and corporations. Search them by EIN 82-3365340 or by the name ROTARY CLUB OF CARMEL-BY-THE-SEA FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

To foster and support education through grants to students

990 for the year ended December 31, 2025

Program accomplishments

  • Educational scholarships
    Expenses $84,500
  • Grants to Other Organizations
    Expenses $36,000
  • Ed Day Program
    Expenses $6,110

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990-EZ on file
2023December 31, 2023May 15, 2024990-EZ on file

IRS record

EIN
82-3365340
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2017
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B82)
Assets (IRS master file)
$345,966
Income (IRS master file)
$240,273

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$240,273$185,720$345,966XML
990-EZDecember 2024$122,414$113,799$291,413IRS
990-EZDecember 2023$117,361$115,602$282,798XML
990-EZDecember 2022–––IRS
990-EZDecember 2021–––IRS
990-EZDecember 2020–––IRS
990-EZDecember 2018–––IRS
990-N for 2017
Officer: Troy Kingshaven
December 31, 2017≤ $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 82-3365340).

Questions about ROTARY CLUB OF CARMEL-BY-THE-SEA FOUNDATION

What is the EIN of ROTARY CLUB OF CARMEL-BY-THE-SEA FOUNDATION?
The employer identification number (EIN) of ROTARY CLUB OF CARMEL-BY-THE-SEA FOUNDATION is 82-3365340.
Is ROTARY CLUB OF CARMEL-BY-THE-SEA FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
Are donations to ROTARY CLUB OF CARMEL-BY-THE-SEA FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does ROTARY CLUB OF CARMEL-BY-THE-SEA 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 ROTARY CLUB OF CARMEL-BY-THE-SEA FOUNDATION 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 ROTARY CLUB OF CARMEL-BY-THE-SEA FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of ROTARY CLUB OF CARMEL-BY-THE-SEA FOUNDATION?
The 990 for the year ended December 31, 2025 names Troy Kingshaven.
Who are the officers and directors of ROTARY CLUB OF CARMEL-BY-THE-SEA FOUNDATION?
The 990 for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does ROTARY CLUB OF CARMEL-BY-THE-SEA FOUNDATION have?
On its 990 for the year ended December 31, 2025 it reported revenue of $240,273, expenses of $185,720 and total assets of $345,966 at year end.

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