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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 04-3526152

ROTARY CLUB OF HAVERHILL CHARITABLE TRUST INC

Tax-exempt · HAVERHILL, MA 01831

Financials

$7K$1752023$6K$1752024
Revenue Expenses · by fiscal year end
Financials of ROTARY CLUB OF HAVERHILL CHARITABLE TRUST INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-EZ$5,577$175$5,402$235,823$1,821$234,002
June 30, 2024990-EZ$6,851$175$6,676$216,016$2,763$213,253
Financial details: 990-EZ for the year ended June 30, 2025

Revenue

Investment income
$5,577

Expenses

Compensation of officers, directors and key employees
$0
Other expenses
$175

Balance sheet and other

Total assets, start of year
$216,015
Total assets, end of year
$235,823
Total liabilities, end of year
$1,821
Net assets, end of year
$234,002
Cash, savings and investments
$235,823
Gross receipts
$5,577

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-EZ for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
MELISSA DEFRIESSEPRESIDENT0$0
KARL BRUNELLETREASURER0$0
CATHERINE BRUNELLETREASURER0$0
JOHN CUNEOSECRETARY0$0
GREG STARK JRDIRECTOR0$0
JERED STEWARTVICE PRESIDE0$0
HARRY KORSLUNDDIRECTOR0$0
TIMOTHY JORDANDIRECTOR0$0
ERIN PADILLADIRECTOR0$0
BRANDON GOBBIEDIRECTOR0$0
MEGAN SHEADIRECTOR0$0
DARLENE BEALDIRECTOR0$0
KATHY FITTSDIRECTOR0$0
990-EZ for the year ended June 30, 2024: 13 people
NameTitleHours / weekCompensation
TIM JORDANPRESIDENT0$0
KARL BRUNELLETREASURER0$0
JOHN CUNEOSECRETARY0$0
GREG STARK JRDIRECTOR0$0
MELISSA DEFRIESSEVICE PRESIDE0$0
HARRY KORSLUNDDIRECTOR0$0
JERED STEWARTDIRECTOR0$0
ERIN PADILLADIRECTOR0$0
BRANDON GOBBIEDIRECTOR0$0
SHAUN O'RORKEDIRECTOR0$0
MEGAN SHEADIRECTOR0$0
DARLENE BEALDIRECTOR0$0
KATHY FITTSDIRECTOR0$0

Address and contacts

Address (IRS master file)
PO BOX 808, HAVERHILL, MA 01831-1008
In care of
% GEORGE WINFIELD
Signed the 990-EZ
KARL BRUNELLE, TREASURER
Phone
(978) 387-1956
Return prepared by
RIZZO & RESTUCCIA PC

Mission

DONATIONS TO THE COMMUNITY

990-EZ for the year ended June 30, 2025

Program accomplishments

  • DONATIONS TO THE COMMUNITY

What it must file and when

IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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, 2026Not due yet
2024June 30, 2025November 17, 2025990-EZ on file
2023June 30, 2024November 15, 2024990-EZ on file

File the 2025 990-N for ROTARY CLUB OF HAVERHILL CHARITABLE TRUST INC

Due November 16, 2026 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
04-3526152
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
2003
Accounting year ends
June
Files
Form 990-N (e-Postcard)
Category (NTEE)
Education (B82)
Assets (IRS master file)
$235,823
Income (IRS master file)
$5,577

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZJune 2025$5,577$175$235,823XML
990-EZJune 2024$6,851$175$216,016XML
990-EZJune 2023–––IRS
990-EZJune 2022–––IRS
990-EZJune 2021–––IRS
990-EZJune 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 04-3526152).

Questions about ROTARY CLUB OF HAVERHILL CHARITABLE TRUST INC

What is the EIN of ROTARY CLUB OF HAVERHILL CHARITABLE TRUST INC?
The employer identification number (EIN) of ROTARY CLUB OF HAVERHILL CHARITABLE TRUST INC is 04-3526152.
Is ROTARY CLUB OF HAVERHILL CHARITABLE TRUST INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
Are donations to ROTARY CLUB OF HAVERHILL CHARITABLE TRUST INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does ROTARY CLUB OF HAVERHILL CHARITABLE TRUST INC file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of ROTARY CLUB OF HAVERHILL CHARITABLE TRUST 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 ROTARY CLUB OF HAVERHILL CHARITABLE TRUST INC last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
Who are the officers and directors of ROTARY CLUB OF HAVERHILL CHARITABLE TRUST INC?
The 990-EZ for the year ended June 30, 2025 lists 13 people; 0 received compensation from the organization.
How much revenue does ROTARY CLUB OF HAVERHILL CHARITABLE TRUST INC have?
On its 990-EZ for the year ended June 30, 2025 it reported revenue of $5,577, expenses of $175 and total assets of $235,823 at year end.

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