Nonprofit · EIN 23-2642321
YORK ROTARY CHARITABLE ENDOWMENT FUND
Tax-exempt · YORK, PA 17401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $276,192 | $208,239 | $67,953 | $3,216,499 | $20,292 | $3,196,207 |
| June 30, 2024 | 990 | $244,945 | $259,781 | -$14,836 | $2,907,777 | $10,970 | $2,896,807 |
| June 30, 2023 | 990 (amended) | $200,470 | $182,308 | $18,162 | $2,750,422 | $10,716 | $2,739,706 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $152,023
- Program service revenue
- $0
- Investment income
- $46,518
- Net income from fundraising events
- $77,651
- Other revenue
- $77,651
Expenses
- Grants and similar amounts paid
- $140,030
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $172,503
- Management and general (functional)
- $35,736
Balance sheet and other
- Total assets, start of year
- $2,907,777
- Total assets, end of year
- $3,216,499
- Total liabilities, end of year
- $20,292
- Net assets, end of year
- $3,196,207
- Net assets without donor restrictions
- $1,017,482
- Net assets with donor restrictions
- $2,178,725
- Gross receipts
- $311,447
- Employees
- 0
- Volunteers
- 47
- Year formed
- 1991
- State of legal domicile
- PA
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMY ANSTINE | VICE PRESIDE Trustee or director, Officer | 2 | $0 |
| COURTNEY BAILEY-PICCOLO | DIRECTOR Trustee or director | 2 | $0 |
| DOUG BERMAN | DIRECTOR Trustee or director | 2 | $0 |
| MAC BRILLHART | PRESIDENT Trustee or director, Officer | 5 | $0 |
| BJ FEGELY | FIN VP/TREAS Trustee or director, Officer | 3 | $0 |
| TODD FOGDALL | SECRETARY Trustee or director, Officer | 2 | $0 |
| GLENN MILLER | DIRECTOR Trustee or director | 2 | $0 |
| WILDA REAHM-ALESSI | DIRECTOR Trustee or director | 2 | $0 |
| SONAM RUIT | DIRECTOR Trustee or director | 2 | $0 |
| JOYCE SANTIAGO | DIRECTOR Trustee or director | 2 | $0 |
| BRYAN TATE | DIRECTOR Trustee or director | 2 | $0 |
| WADE WILLIAMS | INVESTMENT C Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMY ANSTINE | VICE PRESIDE Trustee or director, Officer | 2 | $0 |
| MAC BRILLHART | PRESIDENT Trustee or director, Officer | 5 | $0 |
| MATT FALVEY | DIRECTOR Trustee or director | 2 | $0 |
| TODD FOGDALL | SECRETARY Trustee or director, Officer | 2 | $0 |
| AARON JACOBS | DIRECTOR Trustee or director | 2 | $0 |
| GLENN MILLER | DIRECTOR Trustee or director | 2 | $0 |
| COURTNEY BAILEY PICCOLO | DIRECTOR Trustee or director | 2 | $0 |
| WILDA REAHM-ALESSI | DIRECTOR Trustee or director | 2 | $0 |
| SONAM RUIT | DIRECTOR Trustee or director | 2 | $0 |
| JOYCE SANTIAGO | DIRECTOR Trustee or director | 2 | $0 |
| BRYAN TATE | DIRECTOR Trustee or director | 2 | $0 |
| DOUG BERMAN | TREASURER/FI Officer | 3 | $0 |
| LYNNE MORRISON | EXECUTIVE DI Officer | 8 | $0 |
990 for the year ended June 30, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMY ANSTINE | SECRETARY TR Trustee or director, Officer | 2 | $0 |
| WILLIAM ANSTINE | DIRECTOR Trustee or director | 2 | $0 |
| MACGREGOR BRILLHART | VICE PRESIDE Trustee or director, Officer | 2 | $0 |
| MATT FALVEY | DIRECTOR Trustee or director | 2 | $0 |
| TODD FOGDALL | DIRECTOR Trustee or director | 2 | $0 |
| AARON JACOBS | DIRECTOR Trustee or director | 2 | $0 |
| GLEN MILLER | DIRECTOR Trustee or director | 2 | $0 |
| COURTNEY PICCOLO | DIRECTOR Trustee or director | 2 | $0 |
| SONAM RUIT | DIRECTOR Trustee or director | 2 | $0 |
| J LAWRENCE SMITH | DIRECTOR Trustee or director | 2 | $0 |
| BRYAN TATE | PRESIDENT Trustee or director, Officer | 5 | $0 |
| DOUG BERMAN | TREASURER/FI Officer | 3 | $0 |
| LYNNE MORRISON | EXECUTIVE DI Officer | 8 | $0 |
Address and contacts
- Address (IRS master file)
- 140 ROOSEVELT AVENUE SUITE 209, YORK, PA 17401-3333
- Principal officer (990 for 2024)
- BJ FEGELY, 140 ROOSEVELT AVENUE, SUITE 209, YORK, PA 17401
- Signed the 990
- BJ FEGELY, FIN VP/TREASURER
- Phone
- (717) 848-1370
- Website
- HTTP://WWW.YORKROTARY.ORG
- Return prepared by
- SMITH ELLIOTT KEARNS & COMPANY LLC
Mission
TO PROVIDE FINANCIAL ASSISTANCER TO CRIPPLED, DISABLED, DISADVANTAGE ADN ABUSED CHILDREN OF YORK COUNTY, PA AND TO PROVIDE FINANCIAL ASSISTANCE TO POST SECONDARY STUDENTS FROM YORK COUNTY, PA WHO ARE FURTHERING THEIR EDUCATION IN OR OUTSIDE OF YORK COUNTY, PA.
Program accomplishments
- CONTRIBUTIONS WERE PROVIDED TO BENEFIT COMMUNITY INVOLVEMENT PROGRAMS.Expenses $172,503 · grants $140,030
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 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 23-2642321
- 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
- 1991
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $3,216,499
- Income (IRS master file)
- $311,447
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $276,192 | $208,239 | $3,216,499 | IRS |
| 990 | June 2024 | $244,945 | $259,781 | $2,907,777 | IRS |
| 990 | June 2023 | $200,470 | $182,308 | $2,750,422 | XML |
| 990 | June 2022 | $185,917 | $273,734 | $2,590,041 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 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 23-2642321).
Questions about YORK ROTARY CHARITABLE ENDOWMENT FUND
- What is the EIN of YORK ROTARY CHARITABLE ENDOWMENT FUND?
- The employer identification number (EIN) of YORK ROTARY CHARITABLE ENDOWMENT FUND is 23-2642321.
- Is YORK ROTARY CHARITABLE ENDOWMENT FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to YORK ROTARY CHARITABLE ENDOWMENT FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does YORK ROTARY CHARITABLE ENDOWMENT FUND 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 YORK ROTARY CHARITABLE ENDOWMENT FUND 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 YORK ROTARY CHARITABLE ENDOWMENT FUND 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 YORK ROTARY CHARITABLE ENDOWMENT FUND?
- The 990 for the year ended June 30, 2025 names BJ FEGELY.
- Who are the officers and directors of YORK ROTARY CHARITABLE ENDOWMENT FUND?
- The 990 for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does YORK ROTARY CHARITABLE ENDOWMENT FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $276,192, expenses of $208,239 and total assets of $3,216,499 at year end.
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