Nonprofit · EIN 04-2772656
WINCHESTER ROTARY CHARITABLE FUND INC
Tax-exempt · WINCHESTER, MA 01890
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $103,668 | $57,270 | $46,398 | $898,050 | $0 | $898,050 |
| June 30, 2024 | 990 | $97,103 | $78,569 | $18,534 | $792,399 | $0 | $792,399 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $41,566
- Program service revenue
- $0
- Investment income
- $29,067
- Net income from fundraising events
- $33,035
- Other revenue
- $33,035
Expenses
- Grants and similar amounts paid
- $36,800
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $105
- Program services (functional)
- $53,319
- Management and general (functional)
- $3,951
Balance sheet and other
- Total assets, start of year
- $792,399
- Total assets, end of year
- $898,050
- Total liabilities, end of year
- $0
- Net assets, end of year
- $898,050
- Publicly traded securities
- $827,364
- Net assets without donor restrictions
- $898,050
- Gross receipts
- $157,824
- Employees
- 0
- Volunteers
- 24
- Year formed
- 1982
- State of legal domicile
- MA
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 |
|---|---|---|---|
| JANE ERRICO | TREASURER Trustee or director, Officer | 2 | $0 |
| TARA O'MEARA | SECRETARY Trustee or director, Officer | 1 | $0 |
| ANDREW GENTZOW | DIRECTOR Trustee or director | 1 | $0 |
| RICH MUCCI | DIRECTOR Trustee or director | 1 | $0 |
| GRANT LEUNG | DIRECTOR Trustee or director | 1 | $0 |
| REBECCA BRENNAN-LAIRD | PRESIDENT Trustee or director, Officer | 4 | $0 |
| STEPHEN MIX | DIRECTOR Trustee or director | 1 | $0 |
| LINDA DOUCETTE | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL LONG | DIRECTOR Trustee or director | 1 | $0 |
| KURT HEISLER | DIRECTOR Trustee or director | 1 | $0 |
| BOB GARRITY | DIRECTOR Trustee or director | 1 | $0 |
| GAIL LAROCCA | DIRECTOR Trustee or director | 1 | $0 |
| PAULA MICHIENZI | DIRECTOR Trustee or director | 1 | $0 |
| CHRIS BARRETT | DIRECTOR Trustee or director | 1 | $0 |
| COREY SOUTHWORTH | DIRECTOR Trustee or director | 1 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LIZ SCHREIBER | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFREY WHEELER | DIRECTOR Trustee or director | 1 | $0 |
| JANE ERRICO | TREASURER Trustee or director, Officer | 2 | $0 |
| KATIE HEFFERON | SECRETARY Trustee or director, Officer | 1 | $0 |
| ANDREW GENTZOW | DIRECTOR Trustee or director | 1 | $0 |
| RICH MUCCI | DIRECTOR Trustee or director | 1 | $0 |
| GRANT LEUNG | DIRECTOR Trustee or director | 1 | $0 |
| PAULA MICHIENZI | PRESIDENT Trustee or director, Officer | 4 | $0 |
| STEPHEN MIX | DIRECTOR Trustee or director | 1 | $0 |
| LINDA DOUCETTE | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL LONG | DIRECTOR Trustee or director | 1 | $0 |
| BRAIN LAPOINTE | DIRECTOR Trustee or director | 1 | $0 |
| KURT HEISLER | DIRECTOR Trustee or director | 1 | $0 |
| GLORIA KORTA | DIRECTOR Trustee or director | 1 | $0 |
| MARNEE WALSH | DIRECTOR Trustee or director | 1 | $0 |
| WILLIAM SLOAN | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 288, WINCHESTER, MA 01890-0388
- In care of
- % GAIL LAROCCA
- Principal officer (990 for 2024)
- JANE ERRICO, 148 MARBLE STREET APT 402, STONEHAM, MA 02180
- Signed the 990
- JANE ERRICO, TREASURER
- Phone
- (617) 974-3620
- Website
- WWW.WINCHESTERROTARY.ORG
- Return prepared by
- BARRETT & SCIBELLI LLC
Mission
THE WINCHESTER ROTARY CHARITABLE FUND IS A NOT-FOR-PROFIT ORGANIZATION THAT PROMOTES WORLD UNDERSTANDING THROUGH INTERNATIONAL HUMANITARIAN SERVICE PROGRAMS AND EDUCATIONAL AND CULTURAL EXCHANGES.
Program accomplishments
- AWARD SCHOLARSHIPS TO HIGH SCHOOL STUDENTS BASED ON COMMUNITY SERVICE.Expenses $12,143 · grants $12,143
- AWARD LOCAL ORGANIZATIONS GRANT FUNDING TO SUPPORT THEIR MISSIONS.Expenses $41,176 · grants $24,657
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
- 04-2772656
- 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
- 1988
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S82Z)
- Assets (IRS master file)
- $898,050
- Income (IRS master file)
- $157,824
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $103,668 | $57,270 | $898,050 | XML |
| 990 | June 2024 | $97,103 | $78,569 | $792,399 | XML |
| 990 | June 2023 | $149,537 | $74,344 | $703,958 | IRS |
| 990 | June 2022 | – | – | – | 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 04-2772656).
Questions about WINCHESTER ROTARY CHARITABLE FUND INC
- What is the EIN of WINCHESTER ROTARY CHARITABLE FUND INC?
- The employer identification number (EIN) of WINCHESTER ROTARY CHARITABLE FUND INC is 04-2772656.
- Is WINCHESTER ROTARY CHARITABLE FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to WINCHESTER ROTARY CHARITABLE FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WINCHESTER 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 WINCHESTER 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 WINCHESTER 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 is the principal officer of WINCHESTER ROTARY CHARITABLE FUND INC?
- The 990 for the year ended June 30, 2025 names JANE ERRICO.
- Who are the officers and directors of WINCHESTER ROTARY CHARITABLE FUND INC?
- The 990 for the year ended June 30, 2025 lists 16 people; 0 received compensation from the organization.
- How much revenue does WINCHESTER ROTARY CHARITABLE FUND INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $103,668, expenses of $57,270 and total assets of $898,050 at year end.
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All nonprofits in WINCHESTER · Massachusetts · Community improvement and capacity building