Nonprofit · EIN 23-7329099
WALTHAM ROTARY FUND INC
Tax-exempt · WALTHAM, MA 02454
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $26,698 | $36,969 | -$10,271 | $28,959 | $0 | $28,959 |
| June 30, 2024 | 990 | $25,464 | $34,950 | -$9,486 | $39,691 | $349 | $39,342 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $6,468
- Program service revenue
- $0
- Investment income
- $3,936
- Net gain from sales of assets
- $1,081
- Net income from fundraising events
- $16,294
- Other revenue
- $16,294
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $157
- Program services (functional)
- $36,800
- Management and general (functional)
- $169
Balance sheet and other
- Total assets, start of year
- $39,691
- Total assets, end of year
- $28,959
- Total liabilities, end of year
- $0
- Net assets, end of year
- $28,959
- Publicly traded securities
- $25,180
- Net assets without donor restrictions
- $28,959
- Gross receipts
- $46,691
- Employees
- 0
- Volunteers
- 10
- Year formed
- 1974
- State of legal domicile
- MA
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 |
|---|---|---|---|
| LINDSEY LERIT | PRESIDENT Trustee or director, Officer | 4 | $0 |
| SIMON LANG | DIRECTOR Trustee or director | 2 | $0 |
| TAMMI KIBLER | SGT ST ARMS Trustee or director | 2 | $0 |
| LAURA VAN ZANDT | TREASURER Trustee or director, Officer | 4 | $0 |
| JOSEPH CONNORS | SECRETARY Trustee or director, Officer | 2 | $0 |
| KENNETH BROWN | FUNDRAISING/EVENT CHAIR Trustee or director | 4 | $0 |
| MARCIA MACCLARY | DIRECTOR Trustee or director | 2 | $0 |
| DOUGLAS WAYBRIGHT | DIRECTOR Trustee or director | 2 | $0 |
| MOLYNA RICHARDS | SPEAKERS CONTACT Trustee or director | 2 | $0 |
| STEWART WOODWARD | PR CHAIR Trustee or director | 3 | $0 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH CONNORS | SECRETARY Trustee or director, Officer | 2 | $0 |
| STEWART WOODWARD | TREASURER Trustee or director, Officer | 3 | $0 |
| GLENNA GELINEAU | DIRECTOR Trustee or director | 2 | $0 |
| MARCIA MACCLARY | DIRECTOR Trustee or director | 2 | $0 |
| TAMARA KIBLER | DIRECTOR Trustee or director | 2 | $0 |
| DRU BELLI | PRESIDENT Trustee or director, Officer | 3 | $0 |
| CONSTANCE BRACELAND | DIRECTOR Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 540263, WALTHAM, MA 02454-0263
- In care of
- % ROLAND L DUNBRACK TREAS
- Principal officer (990 for 2024)
- LAURA VAN ZANDT, PO Box 540262, WALTHAM, MA 02454
- Signed the 990
- LAURA VAN ZANDT, TREASURER
- Phone
- (617) 928-2338
- Website
- WWW.WALTHAMROTARYCLUB.ORG
- Return prepared by
- PATRICIA A DEVEAUX CPA
Mission
SUPPORT LOCAL WALTHAM, MASSACHUSETTS CHARITIES AND ORGANIZATIONS
Program accomplishments
- CHARITABLE ORGANIZATIONS SUPPORTExpenses $35,300
- SCHOLARSHIPSExpenses $1,500
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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
- 23-7329099
- 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
- 1974
- Accounting year ends
- June
- Files
- Form 990-N (e-Postcard)
- Assets (IRS master file)
- $28,959
- Income (IRS master file)
- $46,691
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $26,698 | $36,969 | $28,959 | IRS |
| 990 | June 2024 | $25,464 | $34,950 | $39,691 | XML |
| 990 | June 2023 | $25,305 | $34,283 | $40,288 | IRS |
| 990 | June 2022 | $39,680 | $35,648 | $46,151 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 23-7329099).
Questions about WALTHAM ROTARY FUND INC
- What is the EIN of WALTHAM ROTARY FUND INC?
- The employer identification number (EIN) of WALTHAM ROTARY FUND INC is 23-7329099.
- Is WALTHAM ROTARY FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1974.
- Are donations to WALTHAM ROTARY FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WALTHAM ROTARY FUND INC file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of WALTHAM ROTARY FUND 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 WALTHAM ROTARY FUND 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 WALTHAM ROTARY FUND INC?
- The 990 for the year ended June 30, 2025 names LAURA VAN ZANDT.
- Who are the officers and directors of WALTHAM ROTARY FUND INC?
- The 990 for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does WALTHAM ROTARY FUND INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $26,698, expenses of $36,969 and total assets of $28,959 at year end.
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