Search icon

CHARLOTTE COUNTRY DAY SCHOOL, INC. - Florida Company Profile

Company Details

Entity Name: CHARLOTTE COUNTRY DAY SCHOOL, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Non-Profit
Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 29 Jan 1996 (29 years ago)
Last Event: REINSTATEMENT
Event Date Filed: 08 Dec 2000 (24 years ago)
Document Number: N96000000488
FEI/EIN Number 650661754

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 365 ORLANDO BLVD, PORT CHARLOTTE, FL, 33954, US
Mail Address: 365 ORLANDO BLVD, PORT CHARLOTTE, FL, 33954, US
ZIP code: 33954
County: Charlotte
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CHARLOTTE COUNTRY DAY SCHOOL, INC. 401K PROFIT SHARING AND TRUST 2023 650661754 2024-07-09 CHARLOTTE COUNTRY DAY SCHOOL, INC. 46
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 611000
Sponsor’s telephone number 9417647673
Plan sponsor’s address 365 ORLANDO BLVD, PORT CHARLOTTE, FL, 33954

Signature of

Role Plan administrator
Date 2024-07-09
Name of individual signing PEGGY ANN FEAR
Valid signature Filed with authorized/valid electronic signature
CHARLOTTE COUNTRY DAY SCHOOL, INC. 401K PROFIT SHARING AND TRUST 2022 650661754 2023-07-24 CHARLOTTE COUNTRY DAY SCHOOL, INC. 45
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 611000
Sponsor’s telephone number 9417647673
Plan sponsor’s address 365 ORLANDO BLVD, PORT CHARLOTTE, FL, 33954

Signature of

Role Plan administrator
Date 2023-07-24
Name of individual signing PEGGY ANN FEAR
Valid signature Filed with authorized/valid electronic signature
CHARLOTTE COUNTRY DAY SCHOOL, INC. 401K PROFIT SHARING AND TRUST 2021 650661754 2022-07-27 CHARLOTTE COUNTRY DAY SCHOOL, INC. 38
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 611000
Sponsor’s telephone number 9417647673
Plan sponsor’s address 365 ORLANDO BLVD, PORT CHARLOTTE, FL, 33954

Signature of

Role Plan administrator
Date 2022-07-27
Name of individual signing PEGGY ANN FEAR
Valid signature Filed with authorized/valid electronic signature
CHARLOTTE COUNTRY DAY SCHOOL, INC. 401K PROFIT SHARING AND TRUST 2020 650661754 2021-06-15 CHARLOTTE COUNTRY DAY SCHOOL, INC. 39
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 611000
Sponsor’s telephone number 9417647673
Plan sponsor’s address 365 ORLANDO BLVD, PORT CHARLOTTE, FL, 33954

Signature of

Role Plan administrator
Date 2021-06-15
Name of individual signing PEGGY ANN FEAR
Valid signature Filed with authorized/valid electronic signature
CHARLOTTE COUNTRY DAY SCHOOL, INC. 401K PROFIT SHARING AND TRUST 2019 650661754 2020-06-02 CHARLOTTE COUNTRY DAY SCHOOL, INC. 38
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 611000
Sponsor’s telephone number 9417647673
Plan sponsor’s address 365 ORLANDO BLVD, PORT CHARLOTTE, FL, 33954

Signature of

Role Plan administrator
Date 2020-06-02
Name of individual signing PEGGY ANN FEAR
Valid signature Filed with authorized/valid electronic signature
CHARLOTTE COUNTRY DAY SCHOOL, INC. 401K PROFIT SHARING AND TRUST 2018 650661754 2019-07-05 CHARLOTTE COUNTRY DAY SCHOOL, INC. 19
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-01-01
Business code 611000
Sponsor’s telephone number 9417647673
Plan sponsor’s address 365 ORLANDO BLVD, PORT CHARLOTTE, FL, 33954

Signature of

Role Plan administrator
Date 2019-07-05
Name of individual signing PEGGY ANN FEAR
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
Fear Peggy Director 23420 Superior Ave, Port Charlotte, FL, 33954
Jones Matthew President 312 Mary St, Port Charlotte, FL, 33950
Fear Peggy Agent 365 Orlando Blvd, Port Charlotte, FL, 33954

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G17000080294 CHARLOTTE PREPARATORY SCHOOL ACTIVE 2017-07-27 2027-12-31 - 365 ORLANDO BLVD, PORT CHARLOTTE, FL, 33954

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2023-04-21 365 Orlando Blvd, Port Charlotte, FL 33954 -
REGISTERED AGENT NAME CHANGED 2016-03-08 Fear, Peggy -
CHANGE OF PRINCIPAL ADDRESS 2003-01-27 365 ORLANDO BLVD, PORT CHARLOTTE, FL 33954 -
CHANGE OF MAILING ADDRESS 2003-01-27 365 ORLANDO BLVD, PORT CHARLOTTE, FL 33954 -
REINSTATEMENT 2000-12-08 - -
ADMIN DISSOLUTION FOR ANNUAL REPORT 2000-09-22 - -

Documents

Name Date
ANNUAL REPORT 2024-03-25
ANNUAL REPORT 2023-04-21
ANNUAL REPORT 2022-02-08
ANNUAL REPORT 2021-02-10
ANNUAL REPORT 2020-03-21
ANNUAL REPORT 2019-05-31
ANNUAL REPORT 2018-03-05
ANNUAL REPORT 2017-02-08
ANNUAL REPORT 2016-03-08
ANNUAL REPORT 2015-01-22

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
65-0661754 Corporation Unconditional Exemption 365 ORLANDO BLVD, PT CHARLOTTE, FL, 33954-3504 1996-10
In Care of Name -
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Educational Organization, Local Association of Employees, Horticultural Organization, Business League, Voluntary Employees' Beneficiary Association (Govt. Emps.), Mutual Ditch or Irrigation Co., Cemetery Company, Other Mutual Corp. or Assoc.
Deductibility Contributions are deductible.
Foundation School 170(b)(1)(A)(ii)
Tax Period 2024-06
Asset 1,000,000 to 4,999,999
Income 1,000,000 to 4,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Jun
Asset Amount 4235165
Income Amount 3243867
Form 990 Revenue Amount 3201128
National Taxonomy of Exempt Entities -
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name CHARLOTTE COUNTRY DAY SCHOOL INC
EIN 65-0661754
Tax Period 202306
Filing Type E
Return Type 990
File View File
Organization Name CHARLOTTE COUNTRY DAY SCHOOL INC
EIN 65-0661754
Tax Period 202206
Filing Type E
Return Type 990
File View File
Organization Name CHARLOTTE COUNTRY DAY SCHOOL INC
EIN 65-0661754
Tax Period 202106
Filing Type E
Return Type 990
File View File
Organization Name CHARLOTTE COUNTRY DAY SCHOOL INC
EIN 65-0661754
Tax Period 202006
Filing Type E
Return Type 990
File View File
Organization Name CHARLOTTE COUNTRY DAY SCHOOL INC
EIN 65-0661754
Tax Period 201906
Filing Type E
Return Type 990
File View File
Organization Name CHARLOTTE COUNTRY DAY SCHOOL INC
EIN 65-0661754
Tax Period 201806
Filing Type E
Return Type 990
File View File
Organization Name CHARLOTTE COUNTRY DAY SCHOOL INC
EIN 65-0661754
Tax Period 201706
Filing Type E
Return Type 990
File View File
Organization Name CHARLOTTE COUNTRY DAY SCHOOL INC
EIN 65-0661754
Tax Period 201606
Filing Type P
Return Type 990
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5353037110 2020-04-13 0455 PPP 365 Orlando Blvd, PORT CHARLOTTE, FL, 33954-3504
Loan Status Date 2021-01-20
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 257500
Loan Approval Amount (current) 257500
Undisbursed Amount 0
Franchise Name -
Lender Location ID 21442
Servicing Lender Name BMO Bank National Association
Servicing Lender Address 320 S Canal St, Chicago, IL, 60606
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address PORT CHARLOTTE, CHARLOTTE, FL, 33954-3504
Project Congressional District FL-17
Number of Employees 31
NAICS code 611110
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Non-Profit Organization
Originating Lender ID 21442
Originating Lender Name BMO Bank National Association
Originating Lender Address Chicago, IL
Gender Male Owned
Veteran Unanswered
Forgiveness Amount 259214.32
Forgiveness Paid Date 2020-12-23

Date of last update: 03 Apr 2025

Sources: Florida Department of State