Nonprofit · EIN 02-0491600
ROTARY CLUB OF CONCORD CHARITABLE FOUNDATION
Tax-exempt · CONCORD, NH 03302
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $245,337 | $165,973 | $79,364 | $2,426,979 | $4,500 | $2,422,479 |
| June 30, 2024 | 990 | $190,246 | $113,481 | $76,765 | $2,275,522 | $0 | $2,275,522 |
| June 30, 2023 | 990 | $156,616 | $202,818 | -$46,202 | $2,039,562 | $0 | $2,039,562 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $128,714
- Program service revenue
- $0
- Investment income
- $106,784
- Net gain from sales of assets
- $58,760
- Net income from fundraising events
- $9,839
- Other revenue
- $9,839
Expenses
- Grants and similar amounts paid
- $128,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $164,419
- Fundraising (functional)
- $1,554
Balance sheet and other
- Total assets, start of year
- $2,275,522
- Total assets, end of year
- $2,426,979
- Total liabilities, end of year
- $4,500
- Net assets, end of year
- $2,422,479
- Publicly traded securities
- $2,382,548
- Net assets without donor restrictions
- $9,159
- Net assets with donor restrictions
- $2,413,320
- Gross receipts
- $344,619
- Employees
- 0
- Volunteers
- 50
- Year formed
- 1996
- State of legal domicile
- NH
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 |
|---|---|---|---|
| KIRBY CLANG | DIRECTOR Trustee or director | 2 | $0 |
| CADY HICKMAN | DIRECTOR Trustee or director | 2 | $0 |
| CLEMENT KIGUGU | DIRECTOR Trustee or director, Officer | 2 | $0 |
| ELIZABETH SWEENEY | DIRECTOR Trustee or director | 2 | $0 |
| DOUGLAS BOHLMAN | PRESIDENT Officer | 6 | $0 |
| DAVID CURDIE | PRESIDENT-EL Officer | 2 | $0 |
| KARYN FINKELSON | PAST PRESIDE Officer | 4 | $0 |
| REBECCA FRIEND | SECRETARY Officer | 4 | $0 |
| SHANNON MILLS | VICE PRESIDE Officer | 2 | $0 |
| VINCENT TRENTO | TREASURER Officer | 4 | $0 |
990 for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PIETER HOLLENBERG | DIRECTOR Trustee or director | 2 | $0 |
| THOMAS MORSE | DIRECTOR Trustee or director | 2 | $0 |
| ERIC ROSENBERGER | DIRECTOR Trustee or director | 2 | $0 |
| ELIZABETH SWEENEY | DIRECTOR Trustee or director | 2 | $0 |
| DOUGLAS BOHLMAN | PRESIDENT-EL Officer | 2 | $0 |
| VIRGINIA FINER | PAST PRESIDE Officer | 2 | $0 |
| KARYN FINKELSON | PRESIDENT Officer | 6 | $0 |
| JOYCE MCCABE | SECRETARY Officer | 4 | $0 |
| SHANNON MILLS | VICE PRESIDE Officer | 2 | $0 |
| VINCENT TRENTO | TREASURER Officer | 4 | $0 |
990 for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VIRGINIA FINER | President Trustee or director, Officer | 6 | $0 |
| KARYN FINKELSON | Treasurer Trustee or director, Officer | 4 | $0 |
| SHANNON MILLS | Vice President Trustee or director, Officer | 2 | $0 |
| ELIZABETH SWEENEY | Secretary Trustee or director, Officer | 4 | $0 |
| PIETER HOLLENBERG | PAST PRESIDENT Trustee or director, Officer | 2 | $0 |
| JOYCE MCCABE | Director Trustee or director | 2 | $0 |
| THOMAS MORSE | Director Trustee or director | 2 | $0 |
| ERIC ROSENBERGER | Director Trustee or director | 2 | $0 |
| VINCENT TRENTO | Director Trustee or director | 2 | $0 |
| KATE BAKER DEMERS | Director Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 2246, CONCORD, NH 03302-2246
- In care of
- % RUTH CONEYS
- Principal officer (990 for 2024)
- KARYN FINKELSON, 21 LAUREL DRIVE, BOW, NH 03304
- Signed the 990
- VINCENT TRENTO, TREASURER
- Phone
- (508) 498-7326
- Website
- CONCORDNHROTARY.ORG
- Return prepared by
- KFX ACCOUNTING & TAX SOLUTIONS LLC
Mission
TO PROVIDE SCHOLARSHIPS TO QUALIFIED STUDENTS AND FUNDS FOR VARIOUS CHARITABLE AND CIVIC/COMMUNITY ORGANIZATIONS.
Program accomplishments
- AMOUNTS PAID TO LOCAL CHARITIES COVERING CIVIC & COMMUNITY EDUCATION, HEALTH, YOUTH, ELDERLY - ALL BASED ON APPLICATIONS FROM VARIOUS ORGANIZATIONS - ACTED UPON BY THE CHARITY'S COMMITTEE AND THE BOARD OF DIRECTORS.Expenses $117,204 · grants $115,200
- SCHOLARSHIP AWARDS ARE BASED ON RECOMMENDATIONS FROM AREA SCHOOL COUNSELORS, ETC. THE SCHOLARSHIP COMMITTEE MAKES THE FINAL REVIEW AND DECISION.Expenses $47,215 · grants $43,500
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
- 02-0491600
- 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
- 1998
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P99Z)
- Assets (IRS master file)
- $2,426,979
- Income (IRS master file)
- $344,619
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $245,337 | $165,973 | $2,426,979 | IRS |
| 990 | June 2024 | $190,246 | $113,481 | $2,275,522 | IRS |
| 990 | June 2023 | $156,616 | $202,818 | $2,039,562 | XML |
| 990 | June 2022 | $180,859 | $137,181 | $1,993,441 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | 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 02-0491600).
Questions about ROTARY CLUB OF CONCORD CHARITABLE FOUNDATION
- What is the EIN of ROTARY CLUB OF CONCORD CHARITABLE FOUNDATION?
- The employer identification number (EIN) of ROTARY CLUB OF CONCORD CHARITABLE FOUNDATION is 02-0491600.
- Is ROTARY CLUB OF CONCORD CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to ROTARY CLUB OF CONCORD CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROTARY CLUB OF CONCORD CHARITABLE FOUNDATION 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 CONCORD CHARITABLE FOUNDATION 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 CONCORD CHARITABLE FOUNDATION 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 CONCORD CHARITABLE FOUNDATION?
- The 990 for the year ended June 30, 2025 names KARYN FINKELSON.
- Who are the officers and directors of ROTARY CLUB OF CONCORD CHARITABLE FOUNDATION?
- 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 CONCORD CHARITABLE FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $245,337, expenses of $165,973 and total assets of $2,426,979 at year end.
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