Nonprofit · EIN 59-3165457
LEMON BAY SUNRISE ROTARY SCHOLARSHIP TRUST
Tax-exempt · ENGLEWOOD, FL 34223
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $66,346 | $58,036 | $8,310 | $1,546,994 | $0 | $1,546,994 |
| December 31, 2023 | 990 | $67,981 | $52,006 | $15,975 | $1,509,537 | $0 | $1,509,537 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $75
- Program service revenue
- $0
- Investment income
- $66,271
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $58,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $58,030
- Management and general (functional)
- $6
Balance sheet and other
- Total assets, start of year
- $1,509,537
- Total assets, end of year
- $1,546,994
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,546,994
- Publicly traded securities
- $1,493,862
- Net assets without donor restrictions
- $1,546,994
- Gross receipts
- $66,346
- Employees
- 0
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEITH FARLOW | TRUSTEE MANA Officer | 4 | $0 |
| BILLY KIMBERLIN | TREASURER Officer | 4 | $0 |
| DAVE WAMPLER | SECRETARY Officer | 4 | $0 |
990 for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEITH FARLOW | TRUSTEE MANA Officer | 2 | $0 |
| BILLY KIMBERLIN | TREASURER Officer | 2 | $0 |
| DAVE WAMPLER | SECRETARY Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 900 PINE ST STE 126, ENGLEWOOD, FL 34223-4457
- In care of
- % RAYMOND W FLISCHEL TR
- Principal officer (990 for 2024)
- KEITH FARLOW
- Signed the 990
- KEITH FARLOW, TRUSTEE MANAGER
- Phone
- (941) 475-7937
- Return prepared by
- ALEJANDRA M JUFFE CPA
Mission
SCHOLARSHIP TRUST
Program accomplishments
- SCHOLARSHIPS MONEY DONATED TO LOCAL HIGH SCHOOL FOR DISBURSEMENT TO GRADUATING SENIORS AS DETERMINED BY TRUSTEESExpenses $58,030 · grants $58,000
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 59-3165457
- 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
- 1993
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82Z)
- Assets (IRS master file)
- $1,546,994
- Income (IRS master file)
- $66,346
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $66,346 | $58,036 | $1,546,994 | XML |
| 990 | December 2023 | $67,981 | $52,006 | $1,509,537 | XML |
| 990 | December 2022 | $56,851 | $50,712 | $1,451,776 | IRS |
| 990 | December 2021 | $98,326 | $43,006 | $1,642,186 | IRS |
| 990 | December 2020 | – | – | – | 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 59-3165457).
Questions about LEMON BAY SUNRISE ROTARY SCHOLARSHIP TRUST
- What is the EIN of LEMON BAY SUNRISE ROTARY SCHOLARSHIP TRUST?
- The employer identification number (EIN) of LEMON BAY SUNRISE ROTARY SCHOLARSHIP TRUST is 59-3165457.
- Is LEMON BAY SUNRISE ROTARY SCHOLARSHIP TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to LEMON BAY SUNRISE ROTARY SCHOLARSHIP TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LEMON BAY SUNRISE ROTARY SCHOLARSHIP TRUST 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 LEMON BAY SUNRISE ROTARY SCHOLARSHIP TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LEMON BAY SUNRISE ROTARY SCHOLARSHIP TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of LEMON BAY SUNRISE ROTARY SCHOLARSHIP TRUST?
- The 990 for the year ended December 31, 2024 names KEITH FARLOW.
- Who are the officers and directors of LEMON BAY SUNRISE ROTARY SCHOLARSHIP TRUST?
- The 990 for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does LEMON BAY SUNRISE ROTARY SCHOLARSHIP TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $66,346, expenses of $58,036 and total assets of $1,546,994 at year end.
Other nonprofits in ENGLEWOOD
- ENGLEWOOD CHRISTIAN SCHOOL EIN 82-0713915 · last filed 990 for 2025
- GENESIS MINISTRIES EIN 80-0728817 · last filed 990 for 2025
- LEMON BAY CREW CLUB EIN 65-1079869 · last filed 990 for 2025
- LEMON BAY SUNRISE ROTARY COMMUNITY TRUST EIN 31-6666463 · last filed 990 for 2024
- JILLIAN SPENCER GOLF SCRAMBLE EIN 99-1517922 · last filed 990-PF for 2024
- TIMOTHY MARK MINISTRIES EIN 65-1054004 · last filed 990-EZ for 2023
- LIFE REALIZED INC EIN 27-4029661 · last filed 990-N for 2025
- LEMON BAY COMMUNITY ACADEMIC PARTNERS INC EIN 83-0873001 · last filed 990-N for 2025