Nonprofit · EIN 01-0500910
ROTARY CLUB OF BELFAST MAINE CHARITABLE FUND
Tax-exempt · BELFAST, ME 04915
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 (amended) | $229,140 | $144,477 | $84,663 | $2,602,100 | $438,000 | $2,164,100 |
| June 30, 2024 | 990 | $173,637 | $106,905 | $66,732 | $2,407,526 | $420,001 | $1,987,525 |
| June 30, 2023 | 990 | $178,410 | $129,448 | $48,962 | $2,265,594 | $448,500 | $1,817,094 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $41,735
- Program service revenue
- $0
- Investment income
- $137,648
- Net gain from sales of assets
- $60,573
- Net income from fundraising events
- $49,757
- Other revenue
- $49,757
Expenses
- Grants and similar amounts paid
- $136,121
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $953
- Program services (functional)
- $142,503
- Management and general (functional)
- $1,974
Balance sheet and other
- Total assets, start of year
- $2,407,526
- Total assets, end of year
- $2,602,100
- Total liabilities, end of year
- $438,000
- Net assets, end of year
- $2,164,100
- Net assets without donor restrictions
- $617,465
- Net assets with donor restrictions
- $1,546,635
- Gross receipts
- $257,913
- Employees
- 0
- Year formed
- 2005
- State of legal domicile
- ME
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Elizabeth Sterner | Director Trustee or director | 1.25 | $0 |
| Jill Goodwin | Secretary Trustee or director, Officer | 3 | $0 |
| Beverly O'Malia | Director Trustee or director | 1 | $0 |
| Michelle Morrow | Director Trustee or director | 1 | $0 |
| Jason Trundy | Chairman Trustee or director, Officer | 3 | $0 |
| Donna Kelley | Director Trustee or director | 1.5 | $0 |
| Susan Beemer | Director Trustee or director | 1.25 | $0 |
| Russell Werkman | Director Trustee or director | 3 | $0 |
| Robert Cormier | Director Trustee or director | 2 | $0 |
| Edward Varney | Treasurer Trustee or director, Officer | 3 | $0 |
990 for the year ended June 30, 2024: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| John Golden | Past President Trustee or director, Officer | 1 | $0 |
| Jill Goodwin | Secretary Trustee or director, Officer | 1 | $0 |
| Kim Fleming | Director Trustee or director, Officer | 1 | $0 |
| Kristine Wentworth | Past President Trustee or director, Officer | 1 | $0 |
| Steve Norman | President Trustee or director, Officer | 1 | $0 |
| Beverly O'Malia | Director Trustee or director | 1 | $0 |
| Michelle Morrow | Director Trustee or director | 1 | $0 |
| Jason Trundy | Director Trustee or director | 1 | $0 |
| Donna Kelley | Director Trustee or director | 1 | $0 |
| Susan Beemer | Director Trustee or director | 1 | $0 |
| Elizabeth Sterner | Director Trustee or director | 1 | $0 |
| Russell Werkman | Director Trustee or director | 1 | $0 |
| Robert Cormier | Director Trustee or director | 1 | $0 |
| Edward Varney | Treasurer Trustee or director, Officer | 1 | $0 |
990 for the year ended June 30, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| John Golden | Past President Trustee or director, Officer | 1 | $0 |
| Jill Goodwin | Secretary Trustee or director, Officer | 1 | $0 |
| Kim Fleming | Director Trustee or director, Officer | 1 | $0 |
| Kristine Wentworth | President Trustee or director, Officer | 1 | $0 |
| Steve Norman | President Elect Trustee or director, Officer | 1 | $0 |
| Beverly O'Malia | Director Trustee or director | 1 | $0 |
| Michelle Morrow | Director Trustee or director | 1 | $0 |
| Jason Trundy | Director Trustee or director | 1 | $0 |
| Donna Kelley | Director Trustee or director | 1 | $0 |
| Susan Beemer | Director Trustee or director | 1 | $0 |
| Elizabeth Sterner | Treasurer Trustee or director | 1 | $0 |
| Russell Werkman | Director Trustee or director | 1 | $0 |
| Robert Cormier | Director Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 74, BELFAST, ME 04915-0074
- In care of
- % ED VARNEY
- Principal officer (990 for 2024)
- Edward Varney, PO Box 74, Belfast, ME 04915
- Signed the 990
- Edward Varney, Treasurer
- Phone
- (207) 930-3913
- Website
- www.BelfastRotary.org
- Return prepared by
- MTA Accounting PA
Mission
To provide humanitarian services.
Program accomplishments
- Awarding of college scholarships to Waldo County high senior students: $100,000; This program involves reviewing the nominated students from all three (3) Waldo County high schools (Belfast, Searsport, and Mt View) and the Waldo County Technical Center. The process includes, a written essay and in person interview. This year fifteen students were selected, with a total of $100,000 committed in scholarships. This program is financially supported by the generosity of benefactors who have enabled the club to establish and grow a significant endowment fund and cash donations from club membership.Expenses $106,382
- 100 Fund: $27,121. This program focuses on providing gifts cards ($150 each) and boot vouchers ($40 each towards boot purchases at local shoe store, Colburn Shoe) to financially needy children throughout Waldo County. This program is financially supported by Key bank Trust, cash donations from club membership, and various friends of Belfast Rotary Club.Expenses $27,121
- Food pantry/cupboard donations: This year we awarded $9,000 to six (6) various food cupboards throughout Waldo County. The program is financially supported by the clubs two (2) pancake breakfasts (fall & spring), cash donations from club membership, and other club fundraisers.Expenses $9,000 · grants $9,000
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 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 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 01-0500910
- 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
- 1995
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S800)
- Assets (IRS master file)
- $2,602,100
- Income (IRS master file)
- $257,913
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $229,140 | $144,477 | $2,602,100 | IRS |
| 990 | June 2024 | $173,637 | $106,905 | $2,407,526 | XML |
| 990 | June 2023 | $178,410 | $129,448 | $2,265,594 | XML |
| 990 | June 2022 | $261,984 | $125,472 | $2,100,243 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 01-0500910).
Questions about ROTARY CLUB OF BELFAST MAINE CHARITABLE FUND
- What is the EIN of ROTARY CLUB OF BELFAST MAINE CHARITABLE FUND?
- The employer identification number (EIN) of ROTARY CLUB OF BELFAST MAINE CHARITABLE FUND is 01-0500910.
- Is ROTARY CLUB OF BELFAST MAINE CHARITABLE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to ROTARY CLUB OF BELFAST MAINE CHARITABLE FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROTARY CLUB OF BELFAST MAINE CHARITABLE FUND 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 ROTARY CLUB OF BELFAST MAINE CHARITABLE FUND 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 ROTARY CLUB OF BELFAST MAINE CHARITABLE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ROTARY CLUB OF BELFAST MAINE CHARITABLE FUND?
- The 990 for the year ended June 30, 2025 names Edward Varney.
- Who are the officers and directors of ROTARY CLUB OF BELFAST MAINE CHARITABLE FUND?
- The 990 for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does ROTARY CLUB OF BELFAST MAINE CHARITABLE FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $229,140, expenses of $144,477 and total assets of $2,602,100 at year end.
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- MAINE FARMLAND TRUST INC EIN 01-0528014 · last filed 990 for 2025
- WALDO COUNTY YOUNG MENS CHRISTIAN ASSOCIATION EIN 01-0493123 · last filed 990 for 2025
- FORTIFY INC EIN 46-0932179 · last filed 990 for 2025
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All nonprofits in BELFAST · Maine · Community improvement and capacity building