Nonprofit · EIN 22-2959085
DEVON ROTARY FOUNDATION TR FUND
Tax-exempt · MILFORD, CT 06460
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-PF | $21,449 | $66,041 | -$44,592 | $331,337 | $0 | $331,337 |
| June 30, 2025 | 990-PF | $36,881 | $36,959 | -$78 | $260,266 | $0 | $260,266 |
| June 30, 2024 | 990-PF | $30,737 | $39,230 | -$8,493 | $230,700 | $0 | $230,700 |
Financial details: 990-PF for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $16,127
- Dividends
- $5,322
Expenses
- Grants and similar amounts paid
- $65,893
- Disbursements for charitable purposes
- $65,893
- Excise tax on investment income
- $72
Balance sheet and other
- Total assets, start of year
- $260,266
- Total assets, end of year
- $331,337
- Total liabilities, end of year
- $0
- Net assets, end of year
- $331,337
- Fair market value of assets
- $331,337
- Qualifying distributions
- $65,893
- Net investment income
- $5,322
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 June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAUL LEWIS OTZEL 23 FLAX MILL TERRACE, MILFORD, CT 06460 | SECRETARY/TR | 0 | $0 |
| JAMES SECONDI 99 MELBA STREET, MILFORD, CT 06460 | DIRECTOR | 0 | $0 |
| DAVID SLOSSBERG 14 HONEYSUCKLE LANE, MILFORD, CT 06461 | DIRECTOR | 0 | $0 |
| MICHAEL ZANARINI 159 ROGERS AVENUE, MILFORD, CT 06460 | DIRECTOR | 0 | $0 |
| JEFF SOLOMAN 109 PASCHAL DRIVE, MILFORD, CT 06461 | DIRECTOR | 0 | $0 |
| SCOTT MOULTON 30 CLEVELAND AVENUE, MILFORD, CT 06460 | DIRECTOR | 0 | $0 |
| JASON JENKINS 929 WILCOXSON AVENUE, STRATFORD, CT 06614 | DIRECTOR | 0 | $0 |
| PAULA KRANYAK 21 FLORENCE AVENUE, MILFORD, CT 06460 | DIRECTOR | 0 | $0 |
990-PF for the year ended June 30, 2025: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAUL LEWIS OTZEL 23 FLAX MILL TERRACE, MILFORD, CT 06460 | SECRETARY/TR | 0 | $0 |
| JAMES SECONDI 99 MELBA STREET, MILFORD, CT 06460 | DIRECTOR | 0 | $0 |
| DAVID SLOSSBERG 14 HONEYSUCKLE LANE, MILFORD, CT 06461 | DIRECTOR | 0 | $0 |
| MICHAEL ZANARINI 159 ROGERS AVENUE, MILFORD, CT 06460 | DIRECTOR | 0 | $0 |
| JEFF SOLOMAN 109 PASCHAL DRIVE, MILFORD, CT 06461 | DIRECTOR | 0 | $0 |
| SCOTT MOULTON 30 CLEVELAND AVENUE, MILFORD, CT 06460 | DIRECTOR | 0 | $0 |
| JASON JENKINS 929 WILCOXSON AVENUE, STRATFORD, CT 06614 | DIRECTOR | 0 | $0 |
| PAULA KRANYAK 21 FLORENCE AVENUE, MILFORD, CT 06460 | DIRECTOR | 0 | $0 |
990-PF for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAUL LEWIS OTZEL 23 FLAX MILL TERRACE, MILFORD, CT 06460 | SECRETARY/TR | 0 | $0 |
| JAMES SECONDI 99 MELBA STREET, MILFORD, CT 06460 | DIRECTOR | 0 | $0 |
| DAVID SLOSSBERG 14 HONEYSUCKLE LANE, MILFORD, CT 06461 | DIRECTOR | 0 | $0 |
| MICHAEL ZANARINI 159 ROGERS AVENUE, MILFORD, CT 06460 | DIRECTOR | 0 | $0 |
| JEFF SOLOMAN 109 PASCHAL DRIVE, MILFORD, CT 06461 | DIRECTOR | 0 | $0 |
| SCOTT MOULTON 30 CLEVELAND AVENUE, MILFORD, CT 06460 | DIRECTOR | 0 | $0 |
| JASON JENKINS 929 WILCOXSON AVENUE, STRATFORD, CT 06614 | DIRECTOR | 0 | $0 |
| PAULA KRANYAK 21 FLORENCE AVENUE, MILFORD, CT 06460 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 250 BROAD ST, MILFORD, CT 06460-3236
- Signed the 990-PF
- PAUL LEWIS OTZEL, SECRETARY/TREAS
- Phone
- (203) 874-6773
- Website
- WWW.DEVONROTARY.ORG
- Return prepared by
- DISCENZA BECK & LEE LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. 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-PF on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 22-2959085
- 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
- 1989
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82Z)
- Assets (IRS master file)
- $260,266
- Income (IRS master file)
- $41,506
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2026 | $21,449 | $66,041 | $331,337 | XML |
| 990-PF | June 2025 | $36,881 | $36,959 | $260,266 | XML |
| 990-PF | June 2024 | $30,737 | $39,230 | $230,700 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 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 22-2959085).
Questions about DEVON ROTARY FOUNDATION TR FUND
- What is the EIN of DEVON ROTARY FOUNDATION TR FUND?
- The employer identification number (EIN) of DEVON ROTARY FOUNDATION TR FUND is 22-2959085.
- Is DEVON ROTARY FOUNDATION TR FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to DEVON ROTARY FOUNDATION TR FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DEVON ROTARY FOUNDATION TR FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DEVON ROTARY FOUNDATION TR FUND 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 DEVON ROTARY FOUNDATION TR FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2026.
- Who are the officers and directors of DEVON ROTARY FOUNDATION TR FUND?
- The 990-PF for the year ended June 30, 2026 lists 8 people; 0 received compensation from the organization.
- How much revenue does DEVON ROTARY FOUNDATION TR FUND have?
- On its 990-PF for the year ended June 30, 2026 it reported revenue of $21,449, expenses of $66,041 and total assets of $331,337 at year end.
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