Nonprofit · EIN 31-1660984
ROTARY FOUNDATION OF THE STONINGTONS INC
Tax-exempt · STONINGTON, CT 06378
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $126,815 | $122,755 | $4,060 | $220,494 | $5,025 | $215,469 |
| June 30, 2024 | 990 | $135,692 | $93,239 | $42,453 | $207,348 | $0 | $207,348 |
| June 30, 2023 | 990-EZ | $92,491 | $43,281 | $49,210 | $167,878 | $9,700 | $158,178 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $142,173
- Program service revenue
- $0
- Investment income
- $3,246
- Net gain from sales of assets
- $1,242
- Net income from fundraising events
- -$18,604
- Other revenue
- -$18,604
Expenses
- Grants and similar amounts paid
- $80,639
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $50
- Accounting fees
- $350
- Program services (functional)
- $120,833
- Management and general (functional)
- $1,922
Balance sheet and other
- Total assets, start of year
- $207,348
- Total assets, end of year
- $220,494
- Total liabilities, end of year
- $5,025
- Net assets, end of year
- $215,469
- Publicly traded securities
- $31,979
- Net assets without donor restrictions
- $215,469
- Gross receipts
- $214,059
- Employees
- 0
- Volunteers
- 15
- Year formed
- 1999
- State of legal domicile
- CT
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 |
|---|---|---|---|
| KAT EDWARDS | PRESIDENT Trustee or director, Officer | – | $0 |
| MARC TATTERSALL | SECRETARY PR Trustee or director, Officer | – | $0 |
| RICHARD WILLNER | TREASURER PA Trustee or director | – | $0 |
| LIZ TATTERSALL | CLUB ADMINIS Trustee or director | – | $0 |
| DONNA SCHERER | GRANTS AND A Trustee or director | – | $0 |
| MARTI BRADSHAW | NEW GENERATI Trustee or director | – | $0 |
990 for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARTI BRADSHAW | IMMEDIATE PA Trustee or director, Officer | 0.5 | $0 |
| RICHARD WILLNER | TREASURER Trustee or director, Officer | 1 | $0 |
| DONNA SCHERER | PRESIDENT EL Trustee or director, Officer | 0.5 | $0 |
| KAT EDWARDS | SECRETARY Trustee or director, Officer | 0.5 | $0 |
| RICHARD WILLNER | PRESIDENT Trustee or director, Officer | 0.5 | $0 |
| MARC TATTERSALL | MEMBERSHIP C Trustee or director | 0.5 | $0 |
| LIZ TATTERSALL | CLUB ADMINIS Trustee or director | 0.5 | $0 |
| DONNA SCHERER | FOUNDATION C Trustee or director | 0.5 | $0 |
| GINA KING | PUBLIC IMAGE Trustee or director | 0.5 | $0 |
990-EZ for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SABRINA BUEHLER | IMMEDIATE PA | 0.5 | $0 |
| MARTI BRADSHAW | CO-PRESIDENT | 0.5 | $0 |
| DONNA SCHERER | CO-PRESIDENT | 0.5 | $0 |
| MARGARET VICTORIA | SECRETARY | 2 | $0 |
| RICHARD WILLNER | PRESIDENT EL | 0.5 | $0 |
| CAROL UMPHLETT | MEMBERSHIP C | 3 | $0 |
| LIZ TATTERSALL | CLUB ADMINIS | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 304, STONINGTON, CT 06378-0304
- Principal officer (990 for 2024)
- KAT EDWARDS, 60 STONY BROOK RD, STONINGTON, CT 06378
- Signed the 990
- RICHARD WILLNER, TREASURER PAST PRES
- Phone
- (860) 599-5048
- Website
- WWW.STONINGTONSROTARY.ORG
- Return prepared by
- HOYT FILIPPETTI & MALAGHAN LLC
Mission
TO PROVIDE FUNDS FOR OTHER CHARITABLE ORGANIZATIONS AND CAUSES THROUGHOUT THE COMMUNITY AND THE WORLD.
Program accomplishments
- PROVIDE FUNDS FOR OTHER CHARITABLE ORGANIZATIONS AND CAUSES THROUGHOUT THE COMMUNITY AND THE WORLDExpenses $120,833 · grants $80,639
- PROVIDE SCHOLARSHIPS TO NINE OUTSTANDING STONINGTON AND NORTH STONINGTON HIGH SCHOOL STUDENTS.
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
- 31-1660984
- 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
- 2000
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S80)
- Assets (IRS master file)
- $220,494
- Income (IRS master file)
- $214,059
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $126,815 | $122,755 | $220,494 | XML |
| 990 | June 2024 | $135,692 | $93,239 | $207,348 | IRS |
| 990-EZ | June 2023 | $92,491 | $43,281 | $167,878 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | 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 31-1660984).
Questions about ROTARY FOUNDATION OF THE STONINGTONS INC
- What is the EIN of ROTARY FOUNDATION OF THE STONINGTONS INC?
- The employer identification number (EIN) of ROTARY FOUNDATION OF THE STONINGTONS INC is 31-1660984.
- Is ROTARY FOUNDATION OF THE STONINGTONS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to ROTARY FOUNDATION OF THE STONINGTONS INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROTARY FOUNDATION OF THE STONINGTONS 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 ROTARY FOUNDATION OF THE STONINGTONS 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 ROTARY FOUNDATION OF THE STONINGTONS 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 ROTARY FOUNDATION OF THE STONINGTONS INC?
- The 990 for the year ended June 30, 2025 names KAT EDWARDS.
- Who are the officers and directors of ROTARY FOUNDATION OF THE STONINGTONS INC?
- The 990 for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does ROTARY FOUNDATION OF THE STONINGTONS INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $126,815, expenses of $122,755 and total assets of $220,494 at year end.
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All nonprofits in STONINGTON · Connecticut · Community improvement and capacity building