Nonprofit · EIN 03-0367567
LUDLOW AREA ROTARY CHARITABLE FUND INC
Tax-exempt · LUDLOW, VT 05149
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $47,573 | $109,583 | -$62,010 | $122,820 | $5,320 | $117,500 |
| June 30, 2024 | 990 | $603,747 | $574,537 | $29,210 | $191,677 | $12,167 | $179,510 |
| June 30, 2023 | 990-EZ | $37,027 | $25,945 | $11,082 | $150,300 | – | $150,300 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $18,122
- of which government grants
- $18,122
- Program service revenue
- $0
- Investment income
- $1,373
- Net income from fundraising events
- $28,078
- Other revenue
- $28,078
Expenses
- Grants and similar amounts paid
- $98,398
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $98,398
- Management and general (functional)
- $11,185
Balance sheet and other
- Total assets, start of year
- $191,677
- Total assets, end of year
- $122,820
- Total liabilities, end of year
- $5,320
- Net assets, end of year
- $117,500
- Publicly traded securities
- $79,416
- Gross receipts
- $61,613
- Employees
- 0
- Volunteers
- 35
- Year formed
- 1927
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sharon Bixby | Director Trustee or director | 1 | $0 |
| Jim Rumrill | Director Trustee or director | 1 | $0 |
| Kevin Barnes | Director Trustee or director | 1 | $0 |
| Art Randolph | Director Trustee or director | 1 | $0 |
| Brigid Sullivan | Director Trustee or director | 1 | $0 |
| Tom Rey | President Officer | 1 | $0 |
| Kim Lampert | Treasurer Officer | 2 | $0 |
| Barbara Lemire | Secretary Officer | 1 | $0 |
990 for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHARON BIXBY | Director Trustee or director | 1 | $0 |
| JIM RUMRILL | Director Trustee or director | 1 | $0 |
| KEVIN BARNES | Director Trustee or director | 1 | $0 |
| ART RANDOLPH | Director Trustee or director | 1 | $0 |
| BRIGID SULLIVAN | Director Trustee or director | 1 | $0 |
| BARBARA LEMIRE | Secretary Officer | 1 | $0 |
| TOM RAY | President Officer | 1 | $0 |
| KIM LAMPERT | Treasurer Officer | 2 | $0 |
990-EZ for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA LEMIRE | Secretary | 1 | $0 |
| TOM RAY | Director | 1 | $0 |
| KIM LAMPERT | Treasurer | 2 | $0 |
| PAUL RIX | Director | 1 | $0 |
| JIM RUMRILL | President | 1 | $0 |
| SCOTT MURPHY | Director | 1 | $0 |
| BRIGID SULLIVAN | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 216, LUDLOW, VT 05149-0216
- In care of
- % KIM LAMPERT
- Signed the 990
- KIM LAMPERT, Treasurer
- Phone
- (802) 228-4808
- Return prepared by
- Ryan M Gurdak CPA PLC
Mission
Promotion of Civic Activities
Program accomplishments
- Funded scholarships for local students, sponsored an exchange student, and other local civic programs.Expenses $98,398
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
- 03-0367567
- 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
- 2001
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T31)
- Assets (IRS master file)
- $122,820
- Income (IRS master file)
- $61,613
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $47,573 | $109,583 | $122,820 | XML |
| 990 | June 2024 | $603,747 | $574,537 | $191,677 | XML |
| 990-EZ | June 2023 | $37,027 | $25,945 | $150,300 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | 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 03-0367567).
Questions about LUDLOW AREA ROTARY CHARITABLE FUND INC
- What is the EIN of LUDLOW AREA ROTARY CHARITABLE FUND INC?
- The employer identification number (EIN) of LUDLOW AREA ROTARY CHARITABLE FUND INC is 03-0367567.
- Is LUDLOW AREA ROTARY CHARITABLE FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to LUDLOW AREA ROTARY CHARITABLE FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LUDLOW AREA ROTARY CHARITABLE FUND 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 LUDLOW AREA ROTARY CHARITABLE FUND INC 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 LUDLOW AREA ROTARY CHARITABLE FUND INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who are the officers and directors of LUDLOW AREA ROTARY CHARITABLE FUND INC?
- The 990 for the year ended June 30, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does LUDLOW AREA ROTARY CHARITABLE FUND INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $47,573, expenses of $109,583 and total assets of $122,820 at year end.
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