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Nonprofit · EIN 03-0343309

ROTARY CLUB OF MONTPELIER CHARITABLE FOUNDATION INC

Tax-exempt · MONTPELIER, VT 05601

Financials

$81K$89K2023$72K$82K2024$154K$89K2025
Revenue Expenses · by fiscal year end
Financials of ROTARY CLUB OF MONTPELIER CHARITABLE FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2026990$153,511$89,292$64,219$1,942,769$0$1,942,769
June 30, 2025990$71,731$82,020-$10,289$1,776,755$0$1,776,755
June 30, 2024990$80,975$88,511-$7,536$1,693,008$0$1,693,008
Financial details: 990 for the year ended June 30, 2026

Revenue

Contributions, gifts and grants
$36,083
Program service revenue
$0
Investment income
$122,354
Net gain from sales of assets
$63,203
Net income from fundraising events
-$4,926
Other revenue
-$4,926

Expenses

Grants and similar amounts paid
$88,022
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$1,270
Program services (functional)
$88,022
Management and general (functional)
$1,270

Balance sheet and other

Total assets, start of year
$1,776,755
Total assets, end of year
$1,942,769
Total liabilities, end of year
$0
Net assets, end of year
$1,942,769
Publicly traded securities
$1,916,841
Net assets without donor restrictions
$125,937
Net assets with donor restrictions
$1,816,832
Gross receipts
$345,597
Employees
0
Volunteers
15
Year formed
1994
State of legal domicile
VT

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, 2026, highest compensation first.

NameTitleHours / weekCompensation
MARC GWINNPAST PRESIDE
Trustee or director, Officer
3$0
JENNIFER GALFETTIPRESIDENT
Trustee or director, Officer
5$0
EUN-YOUNG DENNYTREASURER
Trustee or director, Officer
5$0
ZACH WATSONPRESIDENT EL
Trustee or director
5$0
TIM HENEYMEMBER
Trustee or director
1$0
TOM GOLONKAMEMBER
Trustee or director
1$0
ED FLANAGANMEMBER
Trustee or director
1$0
990 for the year ended June 30, 2025: 6 people
NameTitleHours / weekCompensation
MARC GWINNPRESIDENT
Trustee or director, Officer
5$0
JENNIFER GALFETTITREASURER
Trustee or director, Officer
5$0
WILLIAM MILESMEMBER
Trustee or director
3$0
TIM HENEYMEMBER
Trustee or director
1$0
MELINDA VIEUXMEMBER
Trustee or director
1$0
ZACH WATSONMEMBER
Trustee or director
5$0
990 for the year ended June 30, 2024: 6 people
NameTitleHours / weekCompensation
WILLIAM MILESPRESIDENT
Trustee or director, Officer
6$0
MARC GWINNPRESIDENT EL
Trustee or director, Officer
3$0
KIM BENTPAST PRESIDE
Trustee or director, Officer
3$0
JENNIFER GALFETTISECRETARY &T
Trustee or director, Officer
5$0
TIM HENEYMEMBER
Trustee or director
1$0
MELINDA VIEUXMEMBER
Trustee or director
2$0

Address and contacts

Address (IRS master file)
PO BOX 441, MONTPELIER, VT 05601-0441
In care of
% TREASURER
Principal officer (990 for 2025)
JENNIFER GALFETTI, PO BOX 441, MONTPELIER, VT 05601
Signed the 990
JENNIFER GALFETTI, PRESIDENT
Phone
(802) 279-6311
Return prepared by
MUDGETT JENNETT & KROGH-WISNER

Mission

THE CHARITABLE FOUNDATION SUPPORTS THE ACTIVITIES OF THE LOCAL MONTPELIER, VT CHAPTER OF ROTARY INTERNATIONAL. THE FOUNDATION RAISES MONEY TO PROVIDE COLLEGE SCHOLARSHIPS TO HIGH SCHOOL SENIORS, GRANTS TO LOCAL NON-PROFITS, AND FOOD FOR INDIGENT ELEMENTARY SCHOOL STUDENTS.

990 for the year ended June 30, 2026

Program accomplishments

  • SCHOLARSHIP PROGRAM - PROVIDED 59,250 IN SCHOLARSHIPS TO 10 MONTPELIER AND EAST MONTPELIER HIGH SCHOOL SENIORS WHO WILL BE ATTENDING COLLEGE FOR FOUR YEARS.
    Expenses $59,250 · grants $59,250
  • BACKPACK PROGRAM - PURCHASED AND DISTRIBUTED FOOD ON A WEEKLY BASIS TO BETWEEN 50 AND 90 INDIGENT ELEMENTARY SCHOOL CHILDREN, WITH AN AVERAGE OF 70 STUDENTS SERVED PER WEEK. DURING THE FISCAL YEAR, THIS PROGRAM PROVIDED 2,588 MEALS TO AREA CHILDREN.
    Expenses $13,112 · grants $13,112
  • COAT DRIVE - THE ORGANIZATION RAISED MONEY AND WORKED WITH OTHER LOCAL NON PROFIT ORGANIZATIONS TO PURCHASE AND DISTRIBUTE 200 WINTER COATS TO NEEDY CHILDREN.
    Expenses $6,280 · grants $6,280
  • GRANTS AND CONTRIBUTIONS TO LOCAL NON PROFIT ORGANIZATIONS STIPENDS FOR 2 EXCHANGE STUDENTS
    Expenses $9,380 · grants $9,380

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026990 on file
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
03-0343309
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
1996
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B82Z)
Assets (IRS master file)
$1,942,769
Income (IRS master file)
$345,597

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2026$153,511$89,292$1,942,769XML
990June 2025$71,731$82,020$1,776,755XML
990June 2024$80,975$88,511$1,693,008XML
990June 2023$73,768$88,380$1,614,229IRS
990June 2022–––IRS
990June 2021–––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 03-0343309).

Questions about ROTARY CLUB OF MONTPELIER CHARITABLE FOUNDATION INC

What is the EIN of ROTARY CLUB OF MONTPELIER CHARITABLE FOUNDATION INC?
The employer identification number (EIN) of ROTARY CLUB OF MONTPELIER CHARITABLE FOUNDATION INC is 03-0343309.
Is ROTARY CLUB OF MONTPELIER CHARITABLE FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
Are donations to ROTARY CLUB OF MONTPELIER CHARITABLE FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does ROTARY CLUB OF MONTPELIER CHARITABLE FOUNDATION INC 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 MONTPELIER CHARITABLE FOUNDATION INC due?
The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ROTARY CLUB OF MONTPELIER CHARITABLE FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2026.
Who is the principal officer of ROTARY CLUB OF MONTPELIER CHARITABLE FOUNDATION INC?
The 990 for the year ended June 30, 2026 names JENNIFER GALFETTI.
Who are the officers and directors of ROTARY CLUB OF MONTPELIER CHARITABLE FOUNDATION INC?
The 990 for the year ended June 30, 2026 lists 7 people; 0 received compensation from the organization.
How much revenue does ROTARY CLUB OF MONTPELIER CHARITABLE FOUNDATION INC have?
On its 990 for the year ended June 30, 2026 it reported revenue of $153,511, expenses of $89,292 and total assets of $1,942,769 at year end.

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