Nonprofit · EIN 01-0455507
BATH ROTARY CLUB CHARITABLE TRUST
Tax-exempt · BATH, ME 04530
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $1,041 | $6,780 | -$5,739 | $100,166 | – | $100,166 |
| June 30, 2024 | 990-EZ | $120,015 | $55,882 | $64,133 | $105,905 | – | $105,905 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,000
- Investment income
- $41
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $680
- Other expenses
- $6,100
- Program services (functional)
- $6,780
Balance sheet and other
- Total assets, start of year
- $105,905
- Total assets, end of year
- $100,166
- Total liabilities, end of year
- –
- Net assets, end of year
- $100,166
- Cash, savings and investments
- $48,073
- Gross receipts
- $1,041
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-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Michael Walton | President | 0 | $0 |
| Anthony Jamison | Treasurer | 0 | $0 |
| Caelie Smith | Officer | 0 | $0 |
| Dawnelle Ventry | Secretary | 0 | $0 |
| Michael Jamison | Officer | 0 | $0 |
| Robert Warren | Officer | 0 | $0 |
| Albert Edwards | Vice President | 0 | $0 |
| Matt Stelzer | Officer | 0 | $0 |
| Rick Byrnes | Officer | 0 | $0 |
| Jan Byrnes | Officer | 0 | $0 |
| Richard Cromwell | Officer | 0 | $0 |
| Lauren O'Reilly | President-Elect | 0 | $0 |
990-EZ for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Michael Walton | President | 0 | $0 |
| Anthony Jamison | Treasurer | 0 | $0 |
| Caelie Smith | Secretary | 0 | $0 |
| Dawnelle Ventry | Secretary | 0 | $0 |
| Lee Patenaude | Officer | 0 | $0 |
| Robert Warren | Officer | 0 | $0 |
| Al Edwards | Officer | 0 | $0 |
| Michael Princiotta | Officer | 0 | $0 |
| Jeff Guenther | Officer | 0 | $0 |
| Jayne Palmer | Officer | 0 | $0 |
| Richard Cromwell | Officer | 0 | $0 |
| Sandra Fish | Vice President | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 313, BATH, ME 04530-0313
- In care of
- % PRESIDENT
- Mailing address (990-N for 2012)
- PO Box 313, Bath ME 04530
- Principal officer (990-N for 2012)
- Bernard Wyman, PO Box 313, Bath ME 04530
- Signed the 990-EZ
- Michael Walton, President
- Phone
- (207) 751-7005
- Return prepared by
- Michael J Wayashe CPA PA
Mission
Support of the local vocational school.
Program accomplishments
- Support of the local vocational school.Expenses $6,780
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 01-0455507
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1994
- Accounting year ends
- June
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Education (B82Z)
- Assets (IRS master file)
- $100,166
- Income (IRS master file)
- $1,041
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $1,041 | $6,780 | $100,166 | XML |
| 990-EZ | June 2024 | $120,015 | $55,882 | $105,905 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-N for 2012 Officer: Bernard Wyman | June 30, 2013 | ≤ $50,000 receipts | – | – | e-Postcard |
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 01-0455507).
Questions about BATH ROTARY CLUB CHARITABLE TRUST
- What is the EIN of BATH ROTARY CLUB CHARITABLE TRUST?
- The employer identification number (EIN) of BATH ROTARY CLUB CHARITABLE TRUST is 01-0455507.
- Is BATH ROTARY CLUB CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to BATH ROTARY CLUB CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BATH ROTARY CLUB CHARITABLE TRUST file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of BATH ROTARY CLUB CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BATH ROTARY CLUB CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who is the principal officer of BATH ROTARY CLUB CHARITABLE TRUST?
- The 990-N for 2012 names Bernard Wyman.
- Who are the officers and directors of BATH ROTARY CLUB CHARITABLE TRUST?
- The 990-EZ for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does BATH ROTARY CLUB CHARITABLE TRUST have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $1,041, expenses of $6,780 and total assets of $100,166 at year end.
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