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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 06-1063364

SOUTHINGTON ROTARY TRUST

Tax-exempt · SOUTHINGTON, CT 06489

Financials

$46K$62K2021$54K$47K2023$65K$49K2024
Revenue Expenses · by fiscal year end
Financials of SOUTHINGTON ROTARY TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-EZ$65,257$49,304$15,953$137,544–$137,544
June 30, 2024990-EZ$53,694$47,216$6,478$121,591–$121,591
June 30, 2022990-EZ$46,419$62,304-$15,885$107,785–$107,785
Financial details: 990-EZ for the year ended June 30, 2025

Revenue

Investment income
$9,502
Net income from fundraising events
$55,755

Expenses

Grants and similar amounts paid
$49,304
Compensation of officers, directors and key employees
$0

Balance sheet and other

Total assets, start of year
$121,591
Total assets, end of year
$137,544
Total liabilities, end of year
–
Net assets, end of year
$137,544
Cash, savings and investments
$136,609
Gross receipts
$94,502

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
Ronald KleinTrustee2$0
Joanne AlfieriTrustee2$0
Bob BrownTrustee2$0
Steve GuidiceTrustee2$0
Jenn SolomonTrustee2$0
990-EZ for the year ended June 30, 2024: 6 people
NameTitleHours / weekCompensation
Ronald KleinTrustee2$0
Jennifer SolomonTrustee2$0
Lauren DziedzicTrustee2$0
Robert BrownTrustee2$0
Joanne AlfieriTrustee2$0
Dan DaigleTrustee2$0
990-EZ for the year ended June 30, 2022: 5 people
NameTitleHours / weekCompensation
Ronald KleinPresident2$0
John KennedyTreasurer2$0
Fred KurigerTrustee2$0
Lauren DziedzicTrustee2$0
Robert BrownTrustee2$0

Address and contacts

Address (IRS master file)
111 CICCIO RD, SOUTHINGTON, CT 06489-2104
In care of
% JOANNE ALFIERI
Signed the 990-EZ
Ronald Klein, Trustee
Return prepared by
John A Kennedy JrCPA LLC

Mission

Community service

990-EZ for the year ended June 30, 2025

Program accomplishments

  • Scholarships to Southington High School graduates for post-secondary education
    grants $5,000
  • Southington YMCA Camp Sloper Capital Campaign
    grants $10,000
  • Contribution to Rotary International Foundation and Polio Plus
    grants $5,700
  • Various other projects
    grants $28,604

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, 2026Not due yet
2024June 30, 2025November 17, 2025990-EZ on file
2023June 30, 2024November 15, 2024990-EZ on file

File the 2025 990-EZ for SOUTHINGTON ROTARY TRUST

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

IRS record

EIN
06-1063364
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
1982
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$137,544
Income (IRS master file)
$94,502

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZJune 2025$65,257$49,304$137,544IRS
990-EZJune 2024$53,694$47,216$121,591IRS
990-EZJune 2023–––IRS
990-EZJune 2022$46,419$62,304$107,785XML
990-EZJune 2021–––IRS
990-EZJune 2020–––IRS
990-EZJune 2019–––IRS
990-EZJune 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 06-1063364).

Questions about SOUTHINGTON ROTARY TRUST

What is the EIN of SOUTHINGTON ROTARY TRUST?
The employer identification number (EIN) of SOUTHINGTON ROTARY TRUST is 06-1063364.
Is SOUTHINGTON ROTARY TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
Are donations to SOUTHINGTON ROTARY TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does SOUTHINGTON ROTARY TRUST 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 SOUTHINGTON ROTARY 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 SOUTHINGTON ROTARY TRUST 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 SOUTHINGTON ROTARY TRUST?
The 990-EZ for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does SOUTHINGTON ROTARY TRUST have?
On its 990-EZ for the year ended June 30, 2025 it reported revenue of $65,257, expenses of $49,304 and total assets of $137,544 at year end.

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