Nonprofit · EIN 95-3489812
CARLSBAD ROTARY FOUNDATION
Tax-exempt · CARLSBAD, CA 92018
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $272,800 | $134,665 | $138,135 | $806,397 | $0 | $806,397 |
| December 31, 2024 | 990 | $114,334 | $23,188 | $91,146 | $742,371 | $0 | $742,371 |
| December 31, 2023 | 990 | $70,793 | $69,833 | $960 | $596,537 | $0 | $596,537 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $20,150
- Program service revenue
- $0
- Investment income
- $185,413
- Net gain from sales of assets
- $170,920
- Net income from fundraising events
- $67,237
- Other revenue
- $67,237
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $150
- Program services (functional)
- $134,420
- Management and general (functional)
- $245
Balance sheet and other
- Total assets, start of year
- $742,371
- Total assets, end of year
- $806,397
- Total liabilities, end of year
- $0
- Net assets, end of year
- $806,397
- Publicly traded securities
- $742,231
- Net assets without donor restrictions
- $806,397
- Gross receipts
- $609,788
- Employees
- 0
- Year formed
- 1979
- 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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| David Saviage | Director Trustee or director | 0 | $0 |
| Ava Payne | Director Trustee or director | 0 | $0 |
| Griff Lewis | Secretary Trustee or director | 0 | $0 |
| Ray Pearson | Director Trustee or director | 0 | $0 |
| Dawn Van Siclen | Director Trustee or director | 0 | $0 |
| Scott McClatchey | Treasurer Trustee or director | 0 | $0 |
| Bruce Bandemer | President Trustee or director | 0 | $0 |
990 for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| David Saviage | Director Trustee or director | 0 | $0 |
| Ava Payne | Director Trustee or director | 0 | $0 |
| Craig Lindholm | Treasurer Trustee or director | 0 | $0 |
| Griff Lewis | Secretary Trustee or director | 0 | $0 |
| Ray Pearson | Director Trustee or director | 0 | $0 |
| Dawn Van Siclen | Director Trustee or director | 0 | $0 |
| Bruce Bandemer | President Trustee or director | 0 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| David Saviage | Director Trustee or director | 0 | $0 |
| Ava Payne | Director Trustee or director | 0 | $0 |
| Craig Lindholm | Treasurer Trustee or director | 0 | $0 |
| Griff Lewis | Secretary Trustee or director | 0 | $0 |
| Ray Pearson | Director Trustee or director | 0 | $0 |
| Dawn Van Siclen | Director Trustee or director | 0 | $0 |
| Bruce Bandemer | President Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 34, CARLSBAD, CA 92018-0034
- Principal officer (990 for 2025)
- Bruce Bandemer, PO Box 34, Carlsbad, CA 92018
- Signed the 990
- Griff Lewis, Secretary
- Phone
- (760) 434-1522
California records
California keeps its own records of charities and corporations. Search them by EIN 95-3489812 or by the name CARLSBAD ROTARY 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
For the advancement of educational, general community service, and other charitable purposes within the City of Carlsbad, CA, and by the distribution of the funds for such purposes, and particularly for the creation and awarding of educational scholarships and loans and creation and awarding of grants to be applied for the betterment of the community of the city of Carlsbad, CA.
Program accomplishments
- Wine Vine EventExpenses $81,373 · grants $81,373
- 2025 Rotary Club of Carlsbad - Philanthropic FundExpenses $33,047 · grants $33,047
- Scholarship awards to students at local schools serving the Carlsbad communityExpenses $20,000 · grants $20,000
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 | 990 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
- 95-3489812
- 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
- 1994
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $806,397
- Income (IRS master file)
- $609,788
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $272,800 | $134,665 | $806,397 | IRS |
| 990 | December 2024 | $114,334 | $23,188 | $742,371 | IRS |
| 990 | December 2023 | $70,793 | $69,833 | $596,537 | XML |
| 990 | December 2022 | $56,823 | $25,670 | $528,729 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-EZ | December 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 95-3489812).
Questions about CARLSBAD ROTARY FOUNDATION
- What is the EIN of CARLSBAD ROTARY FOUNDATION?
- The employer identification number (EIN) of CARLSBAD ROTARY FOUNDATION is 95-3489812.
- Is CARLSBAD ROTARY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to CARLSBAD ROTARY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CARLSBAD ROTARY 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 CARLSBAD ROTARY 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 CARLSBAD ROTARY 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 CARLSBAD ROTARY FOUNDATION?
- The 990 for the year ended December 31, 2025 names Bruce Bandemer.
- Who are the officers and directors of CARLSBAD ROTARY FOUNDATION?
- The 990 for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does CARLSBAD ROTARY FOUNDATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $272,800, expenses of $134,665 and total assets of $806,397 at year end.
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