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Nonprofit · EIN 13-3531538

ROTARY SCHOLARSHIP FOUNDATION OF PEARL RIVER INC

Tax-exempt (reinstated) · PEARL RIVER, NY 10965

Financials

$60K$73K2022$222K$80K2023$82K$02024
Revenue Expenses · by fiscal year end
Financials of ROTARY SCHOLARSHIP FOUNDATION OF PEARL RIVER INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$82,244$0$82,244$1,533,464$0$1,533,464
June 30, 2024990$222,402$80,100$142,302$1,453,428$0$1,453,428
June 30, 2023990 (amended)$60,374$73,485-$13,111$1,362,513$0$1,362,513
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$21,670
Program service revenue
$0
Investment income
$60,574
Net gain from sales of assets
$17,607
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0

Balance sheet and other

Total assets, start of year
$1,453,428
Total assets, end of year
$1,533,464
Total liabilities, end of year
$0
Net assets, end of year
$1,533,464
Publicly traded securities
$1,464,183
Net assets without donor restrictions
$1,533,464
Gross unrelated business income
$42,967
Gross receipts
$82,244
Employees
0
Volunteers
0
State of legal domicile
NY

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.

NameTitleHours / weekCompensation
FRANK NEESONPRESIDENT
Trustee or director, Officer
3$0
JAMES TROJANVICE PRESIDENT
Trustee or director, Officer
2$0
ROBERT BERGMANTREASURER
Trustee or director, Officer
3$0
EDWARD FISHERSECRETARY
Trustee or director, Officer
2$0
DONALD BRENNERTRUSTEE
Trustee or director
1$0
ANN BERGERMANTRUSTEE
Trustee or director
1$0
CHRISTOPHER KORMUSISTREASURER
Trustee or director
1$0
990 for the year ended June 30, 2024: 7 people
NameTitleHours / weekCompensation
FRANK NEESONPRESIDENT
Trustee or director, Officer
3$0
JAMES TROJANVICE PRESIDENT
Trustee or director, Officer
2$0
ROBERT BERGMANTREASURER
Trustee or director, Officer
3$0
EDWARD FISHERSECRETARY
Trustee or director, Officer
2$0
DONALD BRENNERTRUSTEE
Trustee or director
1$0
ANN BERGERMANTRUSTEE
Trustee or director
1$0
CHRISTOPHER KORMUSISTREASURER
Trustee or director
1$0
990 for the year ended June 30, 2023: 7 people
NameTitleHours / weekCompensation
FRANK NEESONPRESIDENT
Trustee or director, Officer
3$0
JAMES TROJANVICE PRESIDENT
Trustee or director, Officer
2$0
ROBERT BERGMANTREASURER
Trustee or director, Officer
3$0
EDWARD FISHERSECRETARY
Trustee or director, Officer
2$0
DONALD BRENNERTRUSTEE
Trustee or director
1$0
ANN BERGERMANTRUSTEE
Trustee or director
1$0
CHRISTOPHER KORMUSISTREASURER
Trustee or director
1$0

Address and contacts

Address (IRS master file)
PO BOX 252, PEARL RIVER, NY 10965-0252
In care of
% DONALD BRENNER
Principal officer (990 for 2024)
ROBERT BERGMAN, 20 PETERSON COURT, PEARL RIVER, NY 10965
Signed the 990
ROBERT BERGMAN, TREASUER
Return prepared by
NEIL T O'SULLIVAN CPA PLLC

Mission

None

990 for the year ended June 30, 2025

Program accomplishments

  • DISTRIBUTED $60,000 TO 15 STUDENTS FOR SCHOLARSHIPS
    Expenses $61,300

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 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
13-3531538
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)
Education (B82)
Assets (IRS master file)
$1,533,464
Income (IRS master file)
$82,244

Revocation and reinstatement

Exemption revoked
November 15, 2011
Posted by the IRS
July 9, 2012
Reinstated
Effective November 15, 2011

From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$82,244$0$1,533,464IRS
990June 2024$222,402$80,100$1,453,428XML
990June 2023$60,374$73,485$1,362,513XML
990June 2022$192,258$92,538$1,326,209IRS
990June 2021–––IRS
990June 2020–––IRS
990June 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 13-3531538).

Questions about ROTARY SCHOLARSHIP FOUNDATION OF PEARL RIVER INC

What is the EIN of ROTARY SCHOLARSHIP FOUNDATION OF PEARL RIVER INC?
The employer identification number (EIN) of ROTARY SCHOLARSHIP FOUNDATION OF PEARL RIVER INC is 13-3531538.
Is ROTARY SCHOLARSHIP FOUNDATION OF PEARL RIVER INC tax-exempt?
Yes. The IRS revoked its exemption on November 15, 2011 and reinstated it effective November 15, 2011.
Are donations to ROTARY SCHOLARSHIP FOUNDATION OF PEARL RIVER INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does ROTARY SCHOLARSHIP FOUNDATION OF PEARL RIVER 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 ROTARY SCHOLARSHIP FOUNDATION OF PEARL RIVER 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 SCHOLARSHIP FOUNDATION OF PEARL RIVER 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 ROTARY SCHOLARSHIP FOUNDATION OF PEARL RIVER INC?
The 990 for the year ended June 30, 2025 names ROBERT BERGMAN.
Who are the officers and directors of ROTARY SCHOLARSHIP FOUNDATION OF PEARL RIVER INC?
The 990 for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
How much revenue does ROTARY SCHOLARSHIP FOUNDATION OF PEARL RIVER INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $82,244, expenses of $0 and total assets of $1,533,464 at year end.

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