Nonprofit · EIN 27-3143523
THE ORANGE ROTARY CHARITABLE TRUST
Tax-exempt · ORANGE, CA 92863
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $21,336 | $8,797 | $12,539 | $181,500 | $0 | $181,500 |
| June 30, 2024 | 990 | $22,435 | $24,378 | -$1,943 | $168,961 | $0 | $168,961 |
| June 30, 2023 | 990 | $1,988 | $4,608 | -$2,620 | $170,904 | $0 | $170,904 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $10,450
- Program service revenue
- $0
- Investment income
- $10,886
- Net gain from sales of assets
- $5,820
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $3,600
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $2,650
- Program services (functional)
- $3,600
- Management and general (functional)
- $5,197
Balance sheet and other
- Total assets, start of year
- $168,961
- Total assets, end of year
- $181,500
- Total liabilities, end of year
- $0
- Net assets, end of year
- $181,500
- Publicly traded securities
- $166,009
- Gross receipts
- $471,978
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2010
- State of legal domicile
- CA
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 |
|---|---|---|---|
| CRAIG SHIPCOTT | CHAIRMAN Trustee or director | 0 | $0 |
| CAROLYN CAVECCHE | PAST PRESIDENT Trustee or director | 0 | $0 |
| PAT BUTTRESS | PAST PRESIDENT Trustee or director | 0 | $0 |
| RANDY STRAIGHT | PAST PRESIDENT Trustee or director | 0 | $0 |
| DANNY SPUD LAMBING | PAST PRESIDENT Trustee or director | 0 | $0 |
| MICHAEL SCHMITT | PRESIDENT Trustee or director, Officer | 1 | $0 |
| MOIRA SINGER | PRESIDENT-ELECT Trustee or director | 0 | $0 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CRAIG SHIPCOTT | CHAIRMAN Trustee or director | 0 | $0 |
| CAROLYN CAVECCHE | PAST PRESIDENT Trustee or director | 0 | $0 |
| PAT BUTTRESS | PAST PRESIDENT Trustee or director | 0 | $0 |
| RANDY STRAIGHT | PAST PRESIDENT Trustee or director | 0 | $0 |
| DANNY SPUD LAMBING | PAST PRESIDENT Trustee or director | 0 | $0 |
| JIM GILMORE | PRESIDENT Trustee or director | 0 | $0 |
| MICHAEL SCHMITT | PRESIDENT-ELECT Trustee or director, Officer | 1 | $0 |
990 for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANKIT SHAH | PAST PRESIDENT Trustee or director | 0 | $0 |
| DANNY SPUD LAMBING | PAST PRESIDENT Trustee or director | 0 | $0 |
| MICHAEL SCHMITT | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| RANDY STRAIGHT | PAST PRESIDENT Trustee or director | 0 | $0 |
| PAT BUTTRESS | PAST PRESIDENT Trustee or director | 0 | $0 |
| CRAIG SHIPCOTT | PAST PRESIDENT Trustee or director | 0 | $0 |
| CAROLYN CAVECCHE | PAST PRESIDENT Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 5882, ORANGE, CA 92863-5882
- In care of
- % RAE SHIRER
- Principal officer (990 for 2024)
- MIKE SCHMITT, PO BOX 5882, ORANGE, CA 92863
- Signed the 990
- MIKE SCHMITT, CHAIRMAN
- Phone
- (714) 639-3561
- Return prepared by
- WRIGHT FORD YOUNG & CO
California records
California keeps its own records of charities and corporations. Search them by EIN 27-3143523 or by the name THE ORANGE ROTARY CHARITABLE TRUST.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
ORANGE ROTARY CHARITABLE TRUST WILL OPERATE AS A PUBLIC CHARITY, ACCEPTING TAX-DEDUCTIBLE CONTRIBUTIONS FROM THE PUBLIC TO FUND A WIDE VARIETY OF CHARITABLE PROJECTS IN THE ORANGE AREA.
Program accomplishments
- PROVIDE COMMUNITY SERVICE TO MAKE A DIFFERENCE IN THE COMMUNITY. PROJECTS INCLUDE IMPROVING LOCAL SCHOOLS IN THE ORANGE UNIFIED SCHOOL DISTRICT AND OTHER ORGANIZATIONS WITH NOT ONLY BEAUTIFICATION PROJECTS BUT ALSO INSTALLING NEW PLAYGROUND EQUIPMENT AND SOD. PROJECTS ALSO INCLUDE PROVIDING RESOURCES AND SERVICES AT MARY'S KITCHEN, INCLUDING PROVIDING, COOKING AND SERVING MEALS TO THE LOCAL HOMELESS COMMUNITY.Expenses $3,600 · grants $3,600 · revenue $10,450
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
- 27-3143523
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2014
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S12)
- Assets (IRS master file)
- $181,500
- Income (IRS master file)
- $471,978
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $21,336 | $8,797 | $181,500 | IRS |
| 990 | June 2024 | $22,435 | $24,378 | $168,961 | IRS |
| 990 | June 2023 | $1,988 | $4,608 | $170,904 | XML |
| 990 | June 2022 | -$1,181 | $7,779 | $173,524 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 27-3143523).
Questions about THE ORANGE ROTARY CHARITABLE TRUST
- What is the EIN of THE ORANGE ROTARY CHARITABLE TRUST?
- The employer identification number (EIN) of THE ORANGE ROTARY CHARITABLE TRUST is 27-3143523.
- Is THE ORANGE ROTARY CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to THE ORANGE ROTARY CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE ORANGE ROTARY CHARITABLE 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 THE ORANGE ROTARY CHARITABLE 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 THE ORANGE ROTARY CHARITABLE TRUST 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 THE ORANGE ROTARY CHARITABLE TRUST?
- The 990 for the year ended June 30, 2025 names MIKE SCHMITT.
- Who are the officers and directors of THE ORANGE ROTARY CHARITABLE TRUST?
- The 990 for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does THE ORANGE ROTARY CHARITABLE TRUST have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $21,336, expenses of $8,797 and total assets of $181,500 at year end.
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All nonprofits in ORANGE · California · Community improvement and capacity building