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The Patty & Joe Rotunda Charitable Trust

Patricia C Rotunda Et Al Ttee
  • Austin, TX
  • Tax-exempt since June 2016
  • EIN: 61-6559074

Organization summary

Type of Nonprofit

Designated as a 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 Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$14.4k (2024)

Expenses
$118k (2024)

Total Assets
$430k (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2017 to 2024

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 Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$14,439
Expenses
$117,830
Net Income
-$103,391
Net Assets
$430,152
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $3,885
26.9%
Interest Revenue $2,535
17.6%
Dividends $13,473
93.3%
Sales of Assets -$5,454
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $111,942
95.0%
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 $430,152
Total Liabilities $0
Net Assets $430,152
Compensation
Key Employees and Officers Compensation Other
Joseph L Rotunda (Trustee) $0 $0
Patricia C Rotunda (Trustee) $0 $0
Joseph Jason Rotunda (Successor Trustee) $0 $0

Document Links

990-PF
Filed on May 12, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$12,870
Expenses
$37,104
Net Income
-$24,234
Net Assets
$518,232
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $3,675
28.6%
Interest Revenue $1,284
10.0%
Dividends $13,410
> 100%
Sales of Assets -$5,499
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $31,837
85.8%
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 $518,232
Total Liabilities $0
Net Assets $518,232
Compensation
Key Employees and Officers Compensation Other
Joseph L Rotunda (Trustee) $0 $0
Patricia C Rotunda (Trustee) $0 $0
Joseph Jason Rotunda (Successor Trustee) $0 $0

Document Links

990-PF
Filed on March 29, 2024

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

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,285
Expenses
$56,496
Net Income
-$48,211
Net Assets
$542,466
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $73
0.9%
Dividends $12,871
> 100%
Sales of Assets -$4,659
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $47,625
84.3%
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 $542,466
Total Liabilities $0
Net Assets $542,466
Compensation
Key Employees and Officers Compensation Other
Joseph L Rotunda (Trustee) $0 $0
Patricia C Rotunda (Trustee) $0 $0
Joseph Jason Rotunda (Successor Trustee) $0 $0

Document Links

990-PF
Filed on May 9, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$557,184
Expenses
$78,763
Net Income
$478,421
Net Assets
$590,677
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $292,450
52.5%
Interest Revenue $5
0.0%
Dividends $10,979
2.0%
Sales of Assets $253,750
45.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $73,975
93.9%
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 $590,677
Total Liabilities $0
Net Assets $590,677
Compensation
Key Employees and Officers Compensation Other
Joseph L Rotunda (Trustee) $0 $0
Patricia C Rotunda (Trustee) $0 $0
Joseph Jason Rotunda (Successor Trustee) $0 $0

Document Links

990-PF
Filed on May 16, 2022

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

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$20,411
Expenses
$35,589
Net Income
-$15,178
Net Assets
$368,423
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $3,200
15.7%
Interest Revenue $47
0.2%
Dividends $8,441
41.4%
Sales of Assets $8,723
42.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $31,600
88.8%
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 $368,424
Total Liabilities $1
Net Assets $368,423
Compensation
Key Employees and Officers Compensation Other
Joseph L Rotunda (Trustee) $0 $0
Patricia C Rotunda (Trustee) $0 $0
Joseph Jason Rotunda (Successor Trustee) $0 $0

Document Links

990-PF
Filed on June 9, 2021

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

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$16,959
Expenses
$47,999
Net Income
-$31,040
Net Assets
$383,601
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $3,150
18.6%
Interest Revenue $150
0.9%
Dividends $10,960
64.6%
Sales of Assets $2,699
15.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $44,075
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 $383,602
Total Liabilities $1
Net Assets $383,601
Compensation
Key Employees and Officers Compensation Other
Joseph L Rotunda (Trustee) $0 $0
Patricia C Rotunda (Trustee) $0 $0
Joseph Jason Rotunda (Successor Trustee) $0 $0

Document Links

990-PF
Filed on July 11, 2020

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

View Filing
XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$12,801
Expenses
$50,529
Net Income
-$37,728
Net Assets
$414,642
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $3,150
24.6%
Interest Revenue $198
1.5%
Dividends $10,310
80.5%
Sales of Assets -$1,014
Other Income $157
1.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $46,575
92.2%
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 $414,642
Total Liabilities $0
Net Assets $414,642
Compensation
Key Employees and Officers Compensation Other
Joseph L Rotunda (Trustee) $0 $0
Patricia C Rotunda (Trustee) $0 $0
Joseph Jason Rotunda (Successor Trustee) $0 $0

Document Links

990-PF
Filed on Nov. 16, 2019

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$31,752
Expenses
$84,563
Net Income
-$52,811
Net Assets
$452,370
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $15,250
48.0%
Interest Revenue $136
0.4%
Dividends $10,224
32.2%
Sales of Assets $564
1.8%
Other Income $5,578
17.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $69,176
81.8%
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 $452,370
Total Liabilities $0
Net Assets $452,370
Compensation
Key Employees and Officers Compensation Other
Joseph L Rotunda (Trustee) $0 $0
Patricia C Rotunda (Trustee) $0 $0
Joseph Jason Rotunda (Successor Trustee) $0 $0

Document Links

990-PF
Filed on June 25, 2018

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

About This Data

What Is This Data?

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

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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