Nonprofit · EIN 31-0942139
LEXINGTON ROTARY CLUB ENDOWMENT INC
Tax-exempt · LEXINGTON, KY 40507
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $192,479 | $488,805 | -$296,326 | $1,164,130 | $109,174 | $1,054,956 |
| June 30, 2024 | 990 | $203,480 | $142,971 | $60,509 | $1,347,939 | $87,871 | $1,260,068 |
| June 30, 2023 | 990 | $129,645 | $177,975 | -$48,330 | $1,117,466 | $29,234 | $1,088,232 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $68,438
- of which government grants
- $7,800
- Program service revenue
- $0
- Investment income
- $28,897
- Net gain from sales of assets
- $7,629
- Net income from fundraising events
- $95,144
- Other revenue
- $95,144
Expenses
- Grants and similar amounts paid
- $56,052
- Benefits paid to members
- $38,945
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $390,328
- Management and general (functional)
- $98,477
Balance sheet and other
- Total assets, start of year
- $1,347,939
- Total assets, end of year
- $1,164,130
- Total liabilities, end of year
- $109,174
- Net assets, end of year
- $1,054,956
- Net assets without donor restrictions
- $910,623
- Net assets with donor restrictions
- $144,333
- Gross receipts
- $583,154
- Employees
- 0
- Volunteers
- 75
- Year formed
- 1996
- State of legal domicile
- KY
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 |
|---|---|---|---|
| PAUL CHEWNING | PRESIDENT Trustee or director, Officer | 1 | $0 |
| JAMIE SCHRADER | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| CHRIS ANDERSON | TREASURER Trustee or director, Officer | 1 | $0 |
| MIKE BAKER | DIRECTOR Trustee or director | 1 | $0 |
| JOHN DARNELL | DIRECTOR Trustee or director | 1 | $0 |
| TOM LESTER | DIRECTOR Trustee or director | 1 | $0 |
| MERL HACKBART | DIRECTOR Trustee or director | 1 | $0 |
| DEAN HAMMOND | DIRECTOR Trustee or director | 1 | $0 |
| THOM HATHAWAY | DIRECTOR Trustee or director | 1 | $0 |
| KENT HISLE | DIRECTOR Trustee or director | 1 | $0 |
| ROGER BAIRD | DIRECTOR Trustee or director | 1 | $0 |
| BUZZ CARMICHAEL | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL MORRILL | DIRECTOR Trustee or director | 1 | $0 |
| CARRIE PATTERSON | DIRECTOR Trustee or director | 1 | $0 |
| BRET ANDERSON | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAUL CHEWNING | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| JOHN DARNELL | PRESIDENT Trustee or director, Officer | 1 | $0 |
| GARY MCCORMICK | TREASURER Trustee or director, Officer | 1 | $0 |
| THOM HATHAWAY | DIRECTOR Trustee or director | 1 | $0 |
| KENT HISLE | DIRECTOR Trustee or director | 1 | $0 |
| MARY BETH WRIGHT | DIRECTOR Trustee or director | 1 | $0 |
| BUZZ CARMICHAEL | DIRECTOR Trustee or director | 1 | $0 |
| JAKE GRAVES | DIRECTOR Trustee or director | 1 | $0 |
| SHARON REED | DIRECTOR Trustee or director | 1 | $0 |
| GERRY VAN DER MEER | DIRECTOR Trustee or director | 1 | $0 |
| TOM LESTER | DIRECTOR Trustee or director | 1 | $0 |
| KIM JOHNSON | CLUB PRESIDENT Trustee or director, Officer | 1 | $0 |
| MERL HACKBART | DIRECTOR Trustee or director | 1 | $0 |
| MIKE BAKER | DIRECTOR Trustee or director | 1 | $0 |
| DEAN HAMMOND | DIRECTOR Trustee or director | 1 | $0 |
| JAMIE SCHRADER | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAUL CHEWNING | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| JOHN DARNELL | PRESIDENT Trustee or director, Officer | 1 | $0 |
| GARY MCCORMICK | TREASURER Trustee or director, Officer | 1 | $0 |
| TONY BARRETT | DIRECTOR Trustee or director | 1 | $0 |
| THOM HATHAWAY | DIRECTOR Trustee or director | 1 | $0 |
| KENT HISLE | DIRECTOR Trustee or director | 1 | $0 |
| MARY BETH WRIGHT | DIRECTOR Trustee or director | 1 | $0 |
| BUZZ CARMICHAEL | DIRECTOR Trustee or director | 1 | $0 |
| JAKE GRAVES | DIRECTOR Trustee or director | 1 | $0 |
| SHARON REED | DIRECTOR Trustee or director | 1 | $0 |
| GERRY VAN DER MEER | DIRECTOR Trustee or director | 1 | $0 |
| TOM LESTER | DIRECTOR Trustee or director | 1 | $0 |
| BILL WILSON | CLUB PRESIDENT Trustee or director, Officer | 1 | $0 |
| LESLIE SMART | DIRECTOR Trustee or director | 1 | $0 |
| MERL HACKBART | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 401 W MAIN ST STE 305, LEXINGTON, KY 40507-1646
- In care of
- % NORMAN CHRISMAN JR
- Principal officer (990 for 2024)
- MARGARET TRAFTON, 401 WEST MAIN STREET 305, LEXINGTON, KY 40507
- Signed the 990
- MARGARET TRAFTON, EXECUTIVE DIRECTOR
- Phone
- (859) 389-8100
- Website
- WWW.ROTARYLEXKY.ORG
- Return prepared by
- BESTEN & DIERUF PLLC
Mission
THE ROTARY ENDOWMENT RAISES AND INVESTS FUNDS TO SUPPORT THE LEXINGTON KENTUCKY ROTARY CLUB'S MISSION.
Program accomplishments
- SCHOLARSHIPS FOR COLLEGE STUDENTS INCLUDING THOSE ABOUT TO GRADUATE HIGH SCHOOL.Expenses $15,502 · grants $15,502
- ROTARY YOUTH LEADERSHIP PROGRAM TO TEACH SKILLS TO DISADVANTAGED CHILDREN PREPARING TO ENTER HIGH SCHOOL.Expenses $38,945
- COMMUNITY NEEDS PROJECTS.Expenses $335,881 · grants $40,550
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
- 31-0942139
- 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
- 1978
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,164,130
- Income (IRS master file)
- $583,154
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $192,479 | $488,805 | $1,164,130 | XML |
| 990 | June 2024 | $203,480 | $142,971 | $1,347,939 | XML |
| 990 | June 2023 | $129,645 | $177,975 | $1,117,466 | XML |
| 990 | June 2022 | – | – | – | 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 31-0942139).
Questions about LEXINGTON ROTARY CLUB ENDOWMENT INC
- What is the EIN of LEXINGTON ROTARY CLUB ENDOWMENT INC?
- The employer identification number (EIN) of LEXINGTON ROTARY CLUB ENDOWMENT INC is 31-0942139.
- Is LEXINGTON ROTARY CLUB ENDOWMENT INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
- Are donations to LEXINGTON ROTARY CLUB ENDOWMENT INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LEXINGTON ROTARY CLUB ENDOWMENT 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 LEXINGTON ROTARY CLUB ENDOWMENT 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 LEXINGTON ROTARY CLUB ENDOWMENT 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 LEXINGTON ROTARY CLUB ENDOWMENT INC?
- The 990 for the year ended June 30, 2025 names MARGARET TRAFTON.
- Who are the officers and directors of LEXINGTON ROTARY CLUB ENDOWMENT INC?
- The 990 for the year ended June 30, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does LEXINGTON ROTARY CLUB ENDOWMENT INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $192,479, expenses of $488,805 and total assets of $1,164,130 at year end.
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