Nonprofit · EIN 03-0568441
ROTARY CLUB OF FERNANDINA BEACH CHARITABLE FUND INC
Tax-exempt · FERN BCH, FL 32035
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $98,329 | $106,492 | -$8,163 | $155,421 | $44,840 | $110,581 |
| June 30, 2024 | 990-EZ | $89,330 | $84,664 | $4,666 | $158,379 | $38,644 | $119,735 |
| June 30, 2023 | 990-EZ | $79,916 | $59,493 | $20,423 | $164,333 | $49,264 | $115,069 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Membership dues
- $42,786
- Program service revenue
- $0
- Investment income
- $4,302
- Net income from fundraising events
- $42,810
- Other revenue
- $8,431
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $1,605
- Other expenses
- $104,887
Balance sheet and other
- Total assets, start of year
- $158,379
- Total assets, end of year
- $155,421
- Total liabilities, end of year
- $44,840
- Net assets, end of year
- $110,581
- Cash, savings and investments
- $50,649
- Gross receipts
- $98,329
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 |
|---|---|---|---|
| David Metzloff | President | 5 | $0 |
| Bob Pollack | Treasurer | 5 | $0 |
| Marcia M Black | Secretary | 5 | $0 |
990-EZ for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| David Metzloff | President | 5 | $0 |
| Bob Pollack | Treasurer | 5 | $0 |
| Marcia M Black | Secretary | 5 | $0 |
990-EZ for the year ended June 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Tonya L Baudek | President | 5 | $0 |
| Rick Campana | Treasurer | 5 | $0 |
| Marcia M Black | Secretary | 5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 16046, FERN BCH, FL 32035-3118
- In care of
- % BILL CROMER
- Mailing address (990-N for 2018)
- PO Box 16046, Fernandina Beach FL 32034
- Principal officer (990-N for 2018)
- Ronald Heymann, PO Box 16046, Fernandina Beach FL 32034
- Signed the 990-EZ
- David Metzloff, President
- Phone
- (877) 829-5500
- Return prepared by
- DorCo Enterprises LLC
Mission
Foster the ideal of service as a worthy enterprise
Program accomplishments
- N/A
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
- 03-0568441
- 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
- 2006
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $155,421
- Income (IRS master file)
- $98,329
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $98,329 | $106,492 | $155,421 | XML |
| 990-EZ | June 2024 | $89,330 | $84,664 | $158,379 | XML |
| 990-EZ | June 2023 | $79,916 | $59,493 | $164,333 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-N for 2018 Officer: Ronald Heymann | June 30, 2019 | ≤ $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 03-0568441).
Questions about ROTARY CLUB OF FERNANDINA BEACH CHARITABLE FUND INC
- What is the EIN of ROTARY CLUB OF FERNANDINA BEACH CHARITABLE FUND INC?
- The employer identification number (EIN) of ROTARY CLUB OF FERNANDINA BEACH CHARITABLE FUND INC is 03-0568441.
- Is ROTARY CLUB OF FERNANDINA BEACH CHARITABLE FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to ROTARY CLUB OF FERNANDINA BEACH CHARITABLE FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROTARY CLUB OF FERNANDINA BEACH CHARITABLE FUND 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 ROTARY CLUB OF FERNANDINA BEACH CHARITABLE FUND INC 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 ROTARY CLUB OF FERNANDINA BEACH CHARITABLE FUND INC 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 ROTARY CLUB OF FERNANDINA BEACH CHARITABLE FUND INC?
- The 990-N for 2018 names Ronald Heymann.
- Who are the officers and directors of ROTARY CLUB OF FERNANDINA BEACH CHARITABLE FUND INC?
- The 990-EZ for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does ROTARY CLUB OF FERNANDINA BEACH CHARITABLE FUND INC have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $98,329, expenses of $106,492 and total assets of $155,421 at year end.
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