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Nonprofit · EIN 34-6573296

LIMA ROTARY FOUNDATION

Tax-exempt · LIMA, OH 45807

Financials

$339K$339K2023$290K$171K2024
Revenue Expenses · by fiscal year end
Financials of LIMA ROTARY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$290,204$171,458$118,746$919,484$0$919,484
June 30, 2024990$338,940$338,763$177$773,930$0$773,930
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$200,929
Membership dues
$7,681
Program service revenue
$0
Investment income
$33,004
Net income from fundraising events
$56,271
Other revenue
$56,271

Expenses

Grants and similar amounts paid
$164,565
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$4,565
Program services (functional)
$164,565
Management and general (functional)
$6,893

Balance sheet and other

Total assets, start of year
$773,930
Total assets, end of year
$919,484
Total liabilities, end of year
$0
Net assets, end of year
$919,484
Gross receipts
$290,204
Employees
0
Year formed
1967
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.

NameTitleHours / weekCompensation
JODI ADDISSECRETARY
Trustee or director, Officer
2$0
ABE AMBROZABOARD MEMBER
Trustee or director
1$0
SAM BASSITTBOARD MEMBER
Trustee or director
1$0
BERLIN CARROLLPRESIDENT
Trustee or director, Officer
1$0
SCOTT COCKERELLBOARD MEMBER
Trustee or director
1$0
TROY ELWERVICE PRESIDE
Trustee or director
1$0
JULIE KLINGLERBOARD MEMBER
Trustee or director
1$0
JOHN PAYNEBOARD MEMBER
Trustee or director
1$0
MICHAEL SARNOBOARD MEMBER
Trustee or director
1$0
DAVID TRINKOBOARD MEMBER
Trustee or director
1$0
JOSH UNTERBRINKBOARD MEMBER
Trustee or director
1$0
ANN WELLYTREASURER
Trustee or director
3$0
990 for the year ended June 30, 2024: 10 people
NameTitleHours / weekCompensation
SUE FIFERSECRETARY
Trustee or director, Officer
2$1,000
JODI ADDISSECRETARY
Trustee or director, Officer
2$0
ABE AMBROZATRUSTEE
Trustee or director
1$0
SAM BASSETTTRUSTEE
Trustee or director
1$0
BERLIN CARROLLPRESIDENT
Trustee or director, Officer
1$0
TROY ELWERTRUSTEE
Trustee or director
1$0
JULIE KLINGLERTRUSTEE
Trustee or director
1$0
JOHN PAYNETRUSTEE
Trustee or director
1$0
MICHAEL SARNOTRUSTEE
Trustee or director
1$0
ANN WELLYTREASURER
Trustee or director
3$0

Address and contacts

Address (IRS master file)
4511 ELIDA RD, LIMA, OH 45807-1151
Principal officer (990 for 2024)
ANN WELLY
Signed the 990
ANN WELLY, TREASURER
Phone
(419) 227-0027
Return prepared by
SIELSCHOTT WALSH KEIFER REGULA & SHERER

Mission

TO MAKE CASH GRANTS FOR EDUCATIONAL, CHARITABLE, AND BENEVOLENT PURPOSES.

990 for the year ended June 30, 2025

Program accomplishments

  • NO SERVICES ARE PROVIDED. THE LIMA ROTARY FOUNDATION MAKES CASH GRANTS FOR EDUCATIONA, CHARITABLE, AND BENEVOLENT PURPOSES.
    Expenses $164,565 · grants $164,565

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
34-6573296
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
1967
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$919,484
Income (IRS master file)
$290,204

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025–––IRS
990June 2024$338,940$338,763$773,930IRS
990June 2023$350,763$323,563$754,670IRS
990June 2022–––IRS
990June 2021–––IRS
990June 2019–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about LIMA ROTARY FOUNDATION

What is the EIN of LIMA ROTARY FOUNDATION?
The employer identification number (EIN) of LIMA ROTARY FOUNDATION is 34-6573296.
Is LIMA ROTARY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1967.
Are donations to LIMA ROTARY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does LIMA ROTARY 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 LIMA ROTARY 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 LIMA ROTARY 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 LIMA ROTARY FOUNDATION?
The 990 for the year ended June 30, 2025 names ANN WELLY.
Who are the officers and directors of LIMA ROTARY FOUNDATION?
The 990 for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
How much revenue does LIMA ROTARY FOUNDATION have?
On its 990 for the year ended June 30, 2025 it reported revenue of $290,204, expenses of $171,458 and total assets of $919,484 at year end.

Other nonprofits in LIMA

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