Nonprofit · EIN 31-1289089
UPPER ARLINGTON ROTARY CHARITABLE FOUNDATION
Tax-exempt · COLUMBUS, OH 43221
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $118,605 | $137,444 | -$18,839 | $288,941 | $0 | $288,941 |
| June 30, 2024 | 990 | $133,872 | $190,075 | -$56,203 | $297,292 | $0 | $297,292 |
| June 30, 2023 | 990 | $194,357 | $175,371 | $18,986 | $343,133 | $0 | $343,133 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $112,278
- Program service revenue
- $0
- Investment income
- $6,327
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $133,892
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,850
- Program services (functional)
- $133,892
- Management and general (functional)
- $3,552
Balance sheet and other
- Total assets, start of year
- $297,292
- Total assets, end of year
- $288,941
- Total liabilities, end of year
- $0
- Net assets, end of year
- $288,941
- Net assets without donor restrictions
- $172,857
- Net assets with donor restrictions
- $116,084
- Gross receipts
- $118,605
- Employees
- 0
- Year formed
- 1972
- State of legal domicile
- OH
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 |
|---|---|---|---|
| RICHARD SIMPSON | PRESIDENT /S Trustee or director, Officer | 1 | $0 |
| ANDREW LIVINGSTON | V PRES / TRE Trustee or director, Officer | 1 | $0 |
| BILL CLOYD | TRUSTEE Trustee or director | 1 | $0 |
| STEVE LICHTBLAU | TRUSTEE Trustee or director | 1 | $0 |
| STEVE RISH | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD SIMPSON | PRESIDENT /S Trustee or director, Officer | – | $0 |
| ANDREW LIVINGSTON | V PRES / TRE Trustee or director, Officer | – | $0 |
| BILL CLOYD | TRUSTEE Trustee or director | – | $0 |
| STEVE LICHTBLAU | TRUSTEE Trustee or director | – | $0 |
| STEVE RISH | TRUSTEE Trustee or director | – | $0 |
990 for the year ended June 30, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD SIMPSON | PRESIDENT /S Trustee or director, Officer | – | $0 |
| ANDREW LIVINGSTON | V PRES / TRE Trustee or director, Officer | – | $0 |
| BILL CLOYD | TRUSTEE Trustee or director | – | $0 |
| STEVE LICHTBLAU | TRUSTEE Trustee or director | – | $0 |
| YVONNE PEROTTI | TRUSTEE Trustee or director | – | $0 |
| STEVE RISH | TRUSTEE Trustee or director | – | $0 |
| ALLISON RUSSO | TRUSTEE Trustee or director | – | $0 |
| CHRIS TAYLOR | TRUSTEE Trustee or director | – | $0 |
Address and contacts
- Address (IRS master file)
- 1704 SUNDRIDGE DR, COLUMBUS, OH 43221-1431
- In care of
- % ANDREW LIVINGSTON
- Principal officer (990 for 2024)
- ANDREW LIVINGSTON, 1704 SUNDRIDGE DRIVE, COLUMBUS, OH 43221
- Signed the 990
- ANDREW LIVINGSTON, V PRES / TREASURER
- Phone
- (614) 459-3182
- Return prepared by
- ARVO ADVISORS INC
Mission
TO ENCOURAGE AND FOSTER THE SERVICE IDEAL OF SERVICE ABOVE SELF. THE FOUNDATION SUPPORTS THE FIVE AVENUES OF SERVICE, CLUB SERVICE, COMMUNITY SERVICE, INTERNATIONAL SERVICE, VOCATIONAL SERVICE AND NEW GENERATIONS.
Program accomplishments
- THE FOUNDATION PROVIDES FUNDING TO HELP OTHER CHARITABLE ORGANIZATIONS AND COMMUNITY SERVICE GROUPS SUPPORT EDUCATION AND ECONOMIC ASSISTANCE IN THE LOCAL AND GREATER COLUMBUS COMMUNITY.Expenses $68,892 · grants $68,892
- THE FOUNDATION PROVIDES FUNDING TO UNITED STATES SERVICE ORGANIZATIONS TO PROMOTE EDUCATION AND PROVIDE ECOMOMIC SUPPORT TO INTERNATIONAL COMMUNITIESExpenses $65,000 · grants $65,000
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
- 31-1289089
- 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
- 1990
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S80Z)
- Assets (IRS master file)
- $288,941
- Income (IRS master file)
- $118,605
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $118,605 | $137,444 | $288,941 | XML |
| 990 | June 2024 | $133,872 | $190,075 | $297,292 | IRS |
| 990 | June 2023 | $194,357 | $175,371 | $343,133 | XML |
| 990 | June 2022 | $121,506 | $138,728 | $311,519 | 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 31-1289089).
Questions about UPPER ARLINGTON ROTARY CHARITABLE FOUNDATION
- What is the EIN of UPPER ARLINGTON ROTARY CHARITABLE FOUNDATION?
- The employer identification number (EIN) of UPPER ARLINGTON ROTARY CHARITABLE FOUNDATION is 31-1289089.
- Is UPPER ARLINGTON ROTARY CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to UPPER ARLINGTON ROTARY CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UPPER ARLINGTON ROTARY CHARITABLE FOUNDATION 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 UPPER ARLINGTON ROTARY CHARITABLE FOUNDATION 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 UPPER ARLINGTON ROTARY CHARITABLE FOUNDATION 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 UPPER ARLINGTON ROTARY CHARITABLE FOUNDATION?
- The 990 for the year ended June 30, 2025 names ANDREW LIVINGSTON.
- Who are the officers and directors of UPPER ARLINGTON ROTARY CHARITABLE FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does UPPER ARLINGTON ROTARY CHARITABLE FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $118,605, expenses of $137,444 and total assets of $288,941 at year end.
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- IMPACT COMMUNITY ACTION EIN 20-5536173 · last filed 990 for 2024
- CAMPUS PARTNERS FOR COMMUNITY URBAN REDEVELOPMENT EIN 31-1425735 · last filed 990 for 2025
- OHIO COMMUNITY DEVELOPMENT FINANCE FUND EIN 31-1229532 · last filed 990 for 2024
- OHIO CAPITAL FINANCE CORPORATION EIN 01-0634942 · last filed 990 for 2024
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All nonprofits in COLUMBUS · Ohio · Community improvement and capacity building