Nonprofit · EIN 06-1165494
OLD SAYBROOK ROTARY FOUNDATION INC
Tax-exempt (reinstated) · OLD SAYBROOK, CT 06475
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990 | $154,450 | $82,675 | $71,775 | $801,660 | $0 | $801,660 |
| June 30, 2025 | 990 | $126,695 | $97,940 | $28,755 | $729,885 | $0 | $729,885 |
| June 30, 2024 | 990 | $106,591 | $80,887 | $25,704 | $701,130 | $0 | $701,130 |
Financial details: 990 for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $11,107
- Program service revenue
- $0
- Investment income
- $101,809
- Net gain from sales of assets
- $84,275
- Net income from fundraising events
- $41,534
- Other revenue
- $41,534
Expenses
- Grants and similar amounts paid
- $73,964
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $2,585
- Program services (functional)
- $73,964
- Management and general (functional)
- $8,711
Balance sheet and other
- Total assets, start of year
- $729,885
- Total assets, end of year
- $801,660
- Total liabilities, end of year
- $0
- Net assets, end of year
- $801,660
- Land, buildings and equipment
- $479
- Publicly traded securities
- $774,775
- Net assets without donor restrictions
- $801,660
- Gross receipts
- $219,322
- Employees
- 0
- Volunteers
- 5
- Year formed
- 1985
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, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHLEEN CALLINAN | Treasurer Trustee or director, Officer | 1 | $0 |
| GARY MCCAULEY | Director Trustee or director | 1 | $0 |
| CHARLIE RENSHAW | Director Trustee or director | 1 | $0 |
| JAN PERRUCCIO | President Trustee or director, Officer | 1 | $0 |
| NANCY MORIN | Director Trustee or director | 1 | $0 |
| ALAN SCHWARZ | Director Trustee or director | 1 | $0 |
990 for the year ended June 30, 2025: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHLEEN CALLINAN | Treasurer Trustee or director, Officer | 1 | $0 |
| GARY MCCAULEY | Director Trustee or director | 1 | $0 |
| CHARLIE RENSHAW | Director Trustee or director | 1 | $0 |
| JAN PERRUCCIO | Director Trustee or director | 1 | $0 |
| NANCY MORIN | President Trustee or director, Officer | 1 | $0 |
| ALAN SCHWARZ | Director Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHLEEN CALLINAN | Treasurer Trustee or director, Officer | 1 | $0 |
| GARY MCCAULEY | Director Trustee or director | 1 | $0 |
| CHARLIE RENSHAW | Director Trustee or director | 1 | $0 |
| JAN PERRUCCIO | Director Trustee or director | 1 | $0 |
| ALAN SCHWARZ | President Trustee or director, Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1125, OLD SAYBROOK, CT 06475-5125
- In care of
- % WILLIAM O SHAUGHNESSY
- Principal officer (990 for 2025)
- JAN PERRUCCIO, PO BOX 1125, OLD SAYBROOK, CT 06475
- Signed the 990
- KATHLEEN CALLINAN, Treasurer
- Phone
- (860) 388-3543
- Website
- WWW.OSROTARY.ORG
- Return prepared by
- WollackLewitz LLC
Mission
THE FOUNDATION IS ENGAGED IN THE PROMOTION OF HIGHER EDUCATION FOR STUDENTS IN FINANCIAL NEED WHO HAVE ACHIEVED ACADEMIC SUCCESS, EXHIBITING CONCERN FOR OTHERS THROUGH COMMUNITY SERVICE, AND ENGAGED IN EXTRACURRICULAR ACTIVITIES.THE FOUNDATION ALSO SUPPORTS VARIOUS YOUTH PROGRAMS AND THE ROTARY-SPONSORED PROGRAM FOR LEADERSHIP, GOODWILL, AND SUPPORT. IN ADDITION, THE FOUNDATION SUPPORTS INDIVIDUALS AND FAMILIES IN NEED THROUGH THEIR COMMUNITY OUTREACH PROGRAMS.
Program accomplishments
- PROVIDING SUPPORT TO RESIDENTS WITHIN THE COMMUNITY THAT HAVE SUSTAINED ECONOMIC HARDSHIPExpenses $39,208 · grants $39,208
- SCHOLARSHIPS FOR POST-SECONDARY EDUCATIONAL PURPOSESExpenses $29,256 · grants $29,256
- OUTREACH PROGRAM THAT PROVIDES DIRECT SUPPORT FOR INDIVIDUALS AND FAMILIES IN NEED WITHIN THE COMMUNITYExpenses $5,500 · grants $5,500
- SUPPORTING LEADERSHIP PROGRAMS AND SEMINARS FOR YOUNG ADULTS
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 | 990 on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 06-1165494
- 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
- 2014
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $801,660
- Income (IRS master file)
- $219,322
Revocation and reinstatement
- Exemption revoked
- November 15, 2012
- Posted by the IRS
- April 8, 2013
- Reinstated
- Effective November 15, 2012
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2026 | $154,450 | $82,675 | $801,660 | XML |
| 990 | June 2025 | $126,695 | $97,940 | $729,885 | XML |
| 990 | June 2024 | $106,591 | $80,887 | $701,130 | XML |
| 990 | June 2023 | $91,667 | $86,246 | $675,426 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
| 990 | June 2017 | – | – | – | 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 06-1165494).
Questions about OLD SAYBROOK ROTARY FOUNDATION INC
- What is the EIN of OLD SAYBROOK ROTARY FOUNDATION INC?
- The employer identification number (EIN) of OLD SAYBROOK ROTARY FOUNDATION INC is 06-1165494.
- Is OLD SAYBROOK ROTARY FOUNDATION INC tax-exempt?
- Yes. The IRS revoked its exemption on November 15, 2012 and reinstated it effective November 15, 2012.
- Are donations to OLD SAYBROOK ROTARY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OLD SAYBROOK ROTARY FOUNDATION 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 OLD SAYBROOK ROTARY FOUNDATION INC due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OLD SAYBROOK ROTARY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2026.
- Who is the principal officer of OLD SAYBROOK ROTARY FOUNDATION INC?
- The 990 for the year ended June 30, 2026 names JAN PERRUCCIO.
- Who are the officers and directors of OLD SAYBROOK ROTARY FOUNDATION INC?
- The 990 for the year ended June 30, 2026 lists 6 people; 0 received compensation from the organization.
- How much revenue does OLD SAYBROOK ROTARY FOUNDATION INC have?
- On its 990 for the year ended June 30, 2026 it reported revenue of $154,450, expenses of $82,675 and total assets of $801,660 at year end.
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