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Nonprofit · EIN 05-0451409

EAST PROVIDENCE ROTARY EDUCATIONAL TRUST

Tax-exempt · EAST PROVIDENCE, RI 02914

Financials

$11K$4K2022$1K$4K2023$9K$4K2024
Revenue Expenses · by fiscal year end
Financials of EAST PROVIDENCE ROTARY EDUCATIONAL TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$9,018$4,011$5,007$92,066$0$92,066
June 30, 2024990-PF$1,027$3,936-$2,909$84,045$0$84,045
June 30, 2023990-PF$10,678$3,882$6,796$76,422$0$76,422
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Dividends
$4,047
Net gain from sales of assets
$375
Other income
$4,596

Expenses

Grants and similar amounts paid
$3,000
Disbursements for charitable purposes
$3,050
Excise tax on investment income
$48

Balance sheet and other

Total assets, start of year
$84,045
Total assets, end of year
$92,066
Total liabilities, end of year
$0
Net assets, end of year
$92,066
Fair market value of assets
$92,066
Qualifying distributions
$3,050
Net investment income
$4,422

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

NameTitleHours / weekCompensation
JOHN L GARCEAU
51 TEE JAY DRIVE, Seekonk, MA 02771
TRUSTEE0.25$0
VALERIE PERRY
30 WANNAMOISETT ROAD, East Providence, RI 02914
TRUSTEE0$0
LORI FREDERICKS
61 KETTLE POINT AVENUE, East Providence, RI 02914
TRUSTEE0.1$0
DAVID KENT
8 MCGRAW COURT, East Greenwich, RI 02818
TRUSTEE0$0
SCOTT HAGGERTY
10 HILL COURT, Rumford, RI 02916
TRUSTEE0.1$0
ELISABETH GALLIGAN
89 SMITH STREET, Riverside, RI 02915
TRUSTEE0$0
990-PF for the year ended June 30, 2024: 7 people
NameTitleHours / weekCompensation
ELISABETH GALLIGAN
89 SMITH STREET, RIVERSIDE, RI 02915
TRUSTEE0$0
JOHN L GARCEAU
680 WARREN AVENUE, EAST PROVIDENCE, RI 02914
TRUSTEE0.25$0
DAVID KENT
8 MCGRAW COURT, EAST GREENWICH, RI 02818
TRUSTEE0$0
WILLIAM FRANCIS
1275 WAMPANOAG TRAIL SUITE 12, RIVERSIDE, RI 02915
TRUSTEE0$0
SCOTT HAGGERTY
10 HILL COURT, RUMFORD, RI 02916
TRUSTEE0$0
VALERIE PERRY
30 WANNAMOISETT ROAD, EAST PROVIDENCE, RI 02914
TRUSTEE0$0
KATHLEEN SHATRAW
27 POUND HILL ROAD, NORTH SMITHFIELD, RI 02896
TRUSTEE0$0
990-PF for the year ended June 30, 2023: 6 people
NameTitleHours / weekCompensation
ELISABETH GALLIGAN
89 SMITH STREET, RIVERSIDE, RI 02915
TRUSTEE0$0
JOHN L GARCEAU
680 WARREN AVENUE, EAST PROVIDENCE, RI 02914
TRUSTEE0$0
DAVID KENT
8 MCGRAW COURT, EAST GREENWICH, RI 02918
TRUSTEE0$0
WILLIAM FRANCIS
1275 WAMPANOAG TRAIL SUITE 12, RIVERSIDE, RI 02915
TRUSTEE0$0
SCOTT HAGGERTY
10 HILL COURT, RUMFORD, RI 02916
TRUSTEE0$0
VALERIE PERRY
30 WANNAMOISETT ROAD, EAST PROVIDENCE, RI 02914
TRUSTEE0$0

Address and contacts

Address (IRS master file)
CO JGARCEAU TRUSTEEPO BOX 14303, EAST PROVIDENCE, RI 02914-0000
In care of
% JOHN L GARCEAU
Signed the 990-PF
JOHN L GARCEAU, TRUSTEE
Phone
(401) 714-4649
Return prepared by
Garceau & Company CPA LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. 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-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
05-0451409
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1991
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$92,066
Income (IRS master file)
$19,569

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$9,018$4,011$92,066XML
990-PFJune 2024$1,027$3,936$84,045IRS
990-PFJune 2023$10,678$3,882$76,422XML
990-PFJune 2022–––IRS
990-PFJune 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 05-0451409).

Questions about EAST PROVIDENCE ROTARY EDUCATIONAL TRUST

What is the EIN of EAST PROVIDENCE ROTARY EDUCATIONAL TRUST?
The employer identification number (EIN) of EAST PROVIDENCE ROTARY EDUCATIONAL TRUST is 05-0451409.
Is EAST PROVIDENCE ROTARY EDUCATIONAL TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
Are donations to EAST PROVIDENCE ROTARY EDUCATIONAL TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does EAST PROVIDENCE ROTARY EDUCATIONAL TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of EAST PROVIDENCE ROTARY EDUCATIONAL TRUST 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 EAST PROVIDENCE ROTARY EDUCATIONAL TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of EAST PROVIDENCE ROTARY EDUCATIONAL TRUST?
The 990-PF for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does EAST PROVIDENCE ROTARY EDUCATIONAL TRUST have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $9,018, expenses of $4,011 and total assets of $92,066 at year end.

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