Nonprofit · EIN 35-6043931
ROTARY FOUNDATION OF INDIANAPOLIS INC
Tax-exempt · INDIANAPOLIS, IN 46204
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $492,684 | $334,662 | $158,022 | $9,600,785 | $0 | $9,600,785 |
| June 30, 2024 | 990 | $395,704 | $381,940 | $13,764 | $8,996,030 | $0 | $8,996,030 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $40,134
- Program service revenue
- $0
- Investment income
- $452,550
- Net gain from sales of assets
- $315,273
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $207,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $4,723
- Program services (functional)
- $207,000
- Management and general (functional)
- $127,662
Balance sheet and other
- Total assets, start of year
- $8,996,030
- Total assets, end of year
- $9,600,785
- Total liabilities, end of year
- $0
- Net assets, end of year
- $9,600,785
- Publicly traded securities
- $3,226,893
- Net assets without donor restrictions
- $9,600,785
- Gross receipts
- $492,684
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1947
- State of legal domicile
- IN
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 |
|---|---|---|---|
| MATTHEW WILL | ADVISOR Trustee or director | 2 | $0 |
| JENNY DEXTER | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| PATRICK BROCCOLO | EX OFFICIER Trustee or director | 2 | $0 |
| MARIE KOENIG | EX OFFICIER Trustee or director | 2 | $0 |
| JEFF MOFFATT | EX OFFICIER Trustee or director | 2 | $0 |
| LYNN LAMBUTH | DIRECTOR Trustee or director | 2 | $0 |
| ERIN SMITH | PRESIDENT Trustee or director, Officer | 2 | $0 |
| TOM RICHARDSON | DIRECTOR Trustee or director | 2 | $0 |
| CHARLIE MEYER | EX OFFICIER Trustee or director | 2 | $0 |
| JAMIE HANNAN | EX OFFICIER Trustee or director | 2 | $0 |
| ERIN WEESNER | SECRETARY/TREASURER Trustee or director, Officer | 2 | $0 |
| KATHY COOKERLY | DIRECTOR Trustee or director | 2 | $0 |
| MIKE SOGARD | DIRECTOR Trustee or director | 2 | $0 |
| STAN JACOBS | EX OFFICIER Trustee or director | 2 | $0 |
| ANGELA CECIL | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BILL BUBENZER | PRESIDENT Trustee or director, Officer | 2 | $0 |
| MATT BURNETT | VICE PRESIDENT Trustee or director, Officer | 2 | $0 |
| MATTHEW WILL | TREASURER Trustee or director, Officer | 2 | $0 |
| JENNY DEXTER | EX OFFICIER Trustee or director | 2 | $0 |
| PATRICK BROCCOLO | EX OFFICIER Trustee or director | 2 | $0 |
| MARIE KOENIG | EX OFFICIER Trustee or director | 2 | $0 |
| JEFF MOFFATT | EX OFFICIER Trustee or director | 2 | $0 |
| LYNN LAMBUTH | DIRECTOR Trustee or director | 2 | $0 |
| ERIN SMITH | DIRECTOR Trustee or director | 2 | $0 |
| TOM RICHARDSON | DIRECTOR Trustee or director | 2 | $0 |
| CHARLIE MEYER | DIRECTOR Trustee or director | 2 | $0 |
| DAVID DREYER | DIRECTOR Trustee or director | 2 | $0 |
| JAMIE HANNAN | EX OFFICIER Trustee or director | 2 | $0 |
| PAT GARTEN | DIRECTOR Trustee or director | 2 | $0 |
| ERIN WEESNER | DIRECTOR Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 133 W MARKET STREET 232, INDIANAPOLIS, IN 46204-2801
- In care of
- % INDIANA NATL BK AGT 733
- Principal officer (990 for 2024)
- ERIN SMITH, 133 W MARKET STREET 232, INDIANAPOLIS, IN 46204
- Signed the 990
- ERIN WEESNER, TREASURER
- Phone
- (317) 829-1041
- Return prepared by
- CBIZ ADVISORS LLC
Mission
THE MISSION OF THE ROTARY FOUNDATION IS TO ENABLE ROTARIANS TO ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH THE IMPROVEMENT OF HEALTH, THE SUPPORT OF EDUCATION, AND THE ALLEVIATION OF POVERTY.
Program accomplishments
- ALL OF THE GRANTS AND CONTRIBUTIONS WERE TO OTHER IRC SECTION 501(C) (3) ORGANIZATIONS, WHICH USED THE FUNDS TO CARRY OUT THEIR PARTICULAR EXEMPT PURPOSE.Expenses $207,000 · grants $207,000
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
- 35-6043931
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1953
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S80Z)
- Assets (IRS master file)
- $9,600,785
- Income (IRS master file)
- $492,684
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $492,684 | $334,662 | $9,600,785 | XML |
| 990 | June 2024 | $395,704 | $381,940 | $8,996,030 | XML |
| 990 | June 2023 | $215,535 | $404,845 | $8,332,268 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 35-6043931).
Questions about ROTARY FOUNDATION OF INDIANAPOLIS INC
- What is the EIN of ROTARY FOUNDATION OF INDIANAPOLIS INC?
- The employer identification number (EIN) of ROTARY FOUNDATION OF INDIANAPOLIS INC is 35-6043931.
- Is ROTARY FOUNDATION OF INDIANAPOLIS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1953.
- Are donations to ROTARY FOUNDATION OF INDIANAPOLIS INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does ROTARY FOUNDATION OF INDIANAPOLIS 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 INDIANAPOLIS 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 INDIANAPOLIS 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 INDIANAPOLIS INC?
- The 990 for the year ended June 30, 2025 names ERIN SMITH.
- Who are the officers and directors of ROTARY FOUNDATION OF INDIANAPOLIS INC?
- The 990 for the year ended June 30, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does ROTARY FOUNDATION OF INDIANAPOLIS INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $492,684, expenses of $334,662 and total assets of $9,600,785 at year end.
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