Eileen & Lex Roulston Foundation

Fort Myers, FL
Tax-exempt since April 2004
EIN: 20-6119191

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$4.56k (2025)

Expenses

$3.11k (2025)

Total Assets

$151k (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2012 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Jan.
2025

Revenue

$4,559

Expenses

$3,113

Net Income

$1,446

Net Assets

$150,687

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,443	75.5%
Sales of Assets	$1,116	24.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$150,687
Total Liabilities	$0
Net Assets	$150,687

Compensation

Key Employees and Officers	Compensation	Other
Alexander W Roulston (President)	$0	$0
Dorothy R Caldwell (Trustee)	$0	$0

990-PF

Filed on June 13, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Jan.
2024

Revenue

$81,101

Expenses

$4,096

Net Income

$77,005

Net Assets

$149,241

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,716	3.3%
Sales of Assets	$78,385	96.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$149,571
Total Liabilities	$330
Net Assets	$149,241

Compensation

Key Employees and Officers	Compensation	Other
Alexander W Roulston (President)	$0	$0
Dorothy R Caldwell (Trustee)	$0	$0

990-PF

Filed on June 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Jan.
2023

Revenue

$52,889

Expenses

$369,376

Net Income

-$316,487

Net Assets

$75,806

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$145	0.3%
Dividends	$6,309	11.9%
Sales of Assets	$46,435	87.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$363,645	98.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$75,806
Total Liabilities	$0
Net Assets	$75,806

Compensation

Key Employees and Officers	Compensation	Other
Alexander W Roulston (President)	$0	$0
Dorothy R Caldwell (Trustee)	$0	$0

990-PF

Filed on June 13, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Jan.
2022

Revenue

$108,246

Expenses

$21,267

Net Income

$86,979

Net Assets

$388,455

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$6,906	6.4%
Sales of Assets	$101,336	93.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,000	51.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$388,455
Total Liabilities	$0
Net Assets	$388,455

Compensation

Key Employees and Officers	Compensation	Other
Alexander W Roulston (President)	$0	$0
Dorothy R Caldwell (Trustee)	$0	$0

990-PF

Filed on May 20, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Jan.
2021

Revenue

$181,110

Expenses

$332,941

Net Income

-$151,831

Net Assets

$301,219

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$38	0.0%
Dividends	$8,731	4.8%
Sales of Assets	$172,341	95.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$326,905	98.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$301,220
Total Liabilities	$1
Net Assets	$301,219

Compensation

Key Employees and Officers	Compensation	Other
Alexander W Roulston (President)	$0	$0
Dorothy R Caldwell (Trustee)	$0	$0

990-PF

Filed on June 14, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Jan.
2020

Revenue

$19,480

Expenses

$40,221

Net Income

-$20,741

Net Assets

$452,791

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$284	1.5%
Dividends	$11,965	61.4%
Sales of Assets	$7,231	37.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,000	74.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$452,792
Total Liabilities	$1
Net Assets	$452,791

Compensation

Key Employees and Officers	Compensation	Other
Alexander W Roulston (President)	$0	$0
Catherine E Roulston (Secretary/Tr)	$0	$0
Dorothy R Caldwell (Trustee)	$0	$0

990-PF

Filed on June 2, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Jan.
2019

Revenue

$213,477

Expenses

$65,456

Net Income

$148,021

Net Assets

$473,533

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$288	0.1%
Dividends	$12,906	6.0%
Sales of Assets	$200,283	93.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,050	88.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$473,533
Total Liabilities	$0
Net Assets	$473,533

Compensation

Key Employees and Officers	Compensation	Other
Alexander W Roulston (President)	$0	$0
Catherine E Roulston (Secretary/Tr)	$0	$0
Dorothy R Caldwell (Trustee)	$0	$0

990-PF

Filed on April 1, 2019

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Jan.
2018

Revenue

$37,366

Expenses

$68,830

Net Income

-$31,464

Net Assets

$325,512

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$67	0.2%
Dividends	$15,081	40.4%
Sales of Assets	$22,218	59.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$61,465	89.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$325,512
Total Liabilities	$0
Net Assets	$325,512

Compensation

Key Employees and Officers	Compensation	Other
Alexander W Roulston (President)	$0	$0
Catherine E Roulston (Secretary/Tr)	$0	$0
Dorothy R Caldwell (Trustee)	$0	$0

990-PF

Filed on June 14, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Jan.
2017

Revenue

$68,139

Expenses

$43,553

Net Income

$24,586

Net Assets

$364,407

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,741	18.7%
Sales of Assets	$55,398	81.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,750	82.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$364,407
Total Liabilities	$0
Net Assets	$364,407

Compensation

Key Employees and Officers	Compensation	Other
Alexander W Roulston (President)	$0	$0
Catherine E Roulston (Secretary/Tr)	$0	$0
Dorothy R Caldwell (Trustee)	$0	$0

990-PF

Filed on Aug. 28, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Jan.
2016

Revenue

$82,174

Expenses

$80,558

Net Income

$1,616

Net Assets

$339,437

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$60,774	74.0%
Interest Revenue	$2	0.0%
Dividends	$15,062	18.3%
Sales of Assets	$6,336	7.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$73,950	91.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$339,437
Total Liabilities	$0
Net Assets	$339,437

Compensation

Key Employees and Officers	Compensation	Other
Alexander W Roulston (President)	$0	$0
Catherine E Roulston (Secretary/Tr)	$0	$0
Dorothy R Caldwell (Trustee)	$0	$0

990-PF

Filed on June 9, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Jan.
2015

Revenue

$159,239

Expenses

$57,450

Net Income

$101,789

Net Assets

$395,806

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$105,818	66.5%
Interest Revenue	$1	0.0%
Dividends	$11,925	7.5%
Sales of Assets	$41,495	26.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$46,722	81.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$395,806
Total Liabilities	$0
Net Assets	$395,806

Compensation

Key Employees and Officers	Compensation	Other
Alexander W Roulston (President)	$0	$0
Catherine E Roulston (Secretary/Tr)	$0	$0
Dorothy R Caldwell (Trustee)	$0	$0

990-PF

Filed on June 4, 2015

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Jan.
2014

Revenue

$163,392

Expenses

$181,585

Net Income

-$18,193

Net Assets

$398,654

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,536	0.9%
Interest Revenue	$5	0.0%
Dividends	$10,234	6.3%
Sales of Assets	$151,617	92.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$171,445	94.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$398,654
Total Liabilities	$0
Net Assets	$398,654

Compensation

Key Employees and Officers	Compensation	Other
Alexander W Roulston (President)	$0	$0
Catherine E Roulston (Secretary/Tr)	$0	$0
Dorothy R Caldwell (Trustee)	$0	$0

990-PF

Filed on May 27, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Jan.
2013

Revenue

$162,363

Expenses

$109,423

Net Income

$52,940

Net Assets

$416,847

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$60,410	37.2%
Interest Revenue	$3	0.0%
Dividends	$18,260	11.2%
Sales of Assets	$83,690	51.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$104,600	95.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$416,847
Total Liabilities	$0
Net Assets	$416,847

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Jan.
2012

Revenue

$156,635

Expenses

$108,669

Net Income

$47,966

Net Assets

$363,907

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$132,184	84.4%
Interest Revenue	$8	0.0%
Dividends	$7,207	4.6%
Sales of Assets	$17,236	11.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$107,524	98.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$363,907
Total Liabilities	$0
Net Assets	$363,907

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Eileen & Lex Roulston Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $4.56k (2025)

Expenses $3.11k (2025)

Total Assets $151k (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending Jan. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$4.56k (2025)

Expenses

$3.11k (2025)

Total Assets

$151k (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending Jan.
2025

Fiscal Year Ending Jan.
2024

Fiscal Year Ending Jan.
2023

Fiscal Year Ending Jan.
2022

Fiscal Year Ending Jan.
2021

Fiscal Year Ending Jan.
2020

Fiscal Year Ending Jan.
2019

Fiscal Year Ending Jan.
2018

Fiscal Year Ending Jan.
2017

Fiscal Year Ending Jan.
2016

Fiscal Year Ending Jan.
2015

Fiscal Year Ending Jan.
2014

Fiscal Year Ending Jan.
2013

Fiscal Year Ending Jan.
2012

Fiscal Year Ending Jan.
2011

Fiscal Year Ending Jan.
2010

Fiscal Year Ending Jan.
2009

Fiscal Year Ending Jan.
2008

Fiscal Year Ending Jan.
2007

Fiscal Year Ending Jan.
2006

Fiscal Year Ending Jan.
2005