Nonprofit · EIN 37-1959642
ROTARY CLUB OF WESTERLY FOUNDATION
Tax-exempt · WESTERLY, RI 02891
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990 | $84,823 | $67,226 | $17,597 | $302,183 | $7,565 | $294,618 |
| June 30, 2025 | 990 | $88,367 | $62,596 | $25,771 | $263,492 | $1,000 | $262,492 |
| June 30, 2024 | 990 | $64,367 | $53,632 | $10,735 | $231,933 | $5,495 | $226,438 |
Financial details: 990 for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $65,980
- Program service revenue
- $0
- Investment income
- $12,090
- Net income from fundraising events
- $6,753
- Other revenue
- $6,753
Expenses
- Grants and similar amounts paid
- $15,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,500
- Depreciation
- $202
- Program services (functional)
- $63,270
- Management and general (functional)
- $3,709
- Fundraising (functional)
- $247
Balance sheet and other
- Total assets, start of year
- $263,492
- Total assets, end of year
- $302,183
- Total liabilities, end of year
- $7,565
- Net assets, end of year
- $294,618
- Land, buildings and equipment
- $505
- Publicly traded securities
- $291,243
- Net assets without donor restrictions
- $294,618
- Gross receipts
- $112,086
- Employees
- 0
- Year formed
- 2020
- State of legal domicile
- RI
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, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALAN BRINTON | IMMEDIATE PA Trustee or director, Officer | – | $0 |
| SUZANNE LANE | PRESIDENT Trustee or director, Officer | 6 | $0 |
| JOE LORELLO | VICE PRESIDE Trustee or director, Officer | – | $0 |
| ROSEMARIE RUSSO | TREASURER Trustee or director, Officer | 20 | $0 |
| KATHRYN TAYLOR | SECRETARY Trustee or director, Officer | 1 | $0 |
| DORA VASQUEZ-HELLNER | MEMBER AT LA Trustee or director | 1 | $0 |
| JEFFREY WENDTH | PRESIDENT EL Trustee or director, Officer | 5 | $0 |
990 for the year ended June 30, 2025: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALAN BRINTON | PRESIDENT Trustee or director, Officer | 10 | $0 |
| BOB LANE | MEMBER AT LA Trustee or director | 1 | $0 |
| SUZANNE LANE | PRESIDENT E Trustee or director, Officer | 5 | $0 |
| ROSEMARIE RUSSO | TREASURER Trustee or director, Officer | 20 | $0 |
| KATHRYN TAYLOR | SECRETARY Trustee or director, Officer | 12 | $0 |
| DERIN TEMEL | PAST PRESIDE Trustee or director | 5 | $0 |
| JEFF WENDTH | VICE PRESIDE Trustee or director, Officer | 1 | $0 |
990 for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALAN BRINTON | PRESIDENT EL Trustee or director | 5 | $0 |
| STEPHEN COFONE | PAST PRESIDE Trustee or director, Officer | 5 | $0 |
| BOB ELMER | ROTARY FOUND Trustee or director | – | $0 |
| BOB LANE | MEMBER AT LA Trustee or director | 1 | $0 |
| SUZANNE LANE | VICE PRESIDE Trustee or director | 1 | $0 |
| CAL LORD | MEMBERSHIP Trustee or director | – | $0 |
| RONA MANN | PUBLIC IMAGE Trustee or director | 5 | $0 |
| ROSEMARIE RUSSO | TREASURER/SE Trustee or director, Officer | 35 | $0 |
| DERIN TEMEL | PRESIDENT Trustee or director, Officer | 10 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 407, WESTERLY, RI 02891-0407
- In care of
- % ROSEMARIE A RUSSO
- Mailing address (990-N for 2019)
- PO Box 407, Westerly RI 02891
- Principal officer (990 for 2025)
- SUZANNE LANE
- Principal officer (990-N for 2019)
- Rosemarie A Russo, 46 John Street, Westerly RI 02891
- Signed the 990
- ROSEMARIE RUSSO, TREASURER
- Phone
- (401) 315-5868
- Return prepared by
- HOYT FILIPPETTI & MALAGHAN LLC
Mission
CHARITABLE FUNDRAISING TO GRANT FUNDS TO ORGANIZATIONS THAT SUPPORT THE ROTARY FOUNDATION GOALS AND TO CREATE LASTING CHANGE ACROSS THE WORLD AND IN OUR COMMUNITY.
Program accomplishments
- COMMUNITY GIVING TO ASSIST LOCAL ORGANIZATIONS RESOURCING TO THOSE IN NEED; SCHOLARSHIPS AWARDED TO GRADUATING HIGH SCHOOL STUDENTS; AND INTERNATIONAL GIVING TO ORGANIZATIONS ADVANCING CLEAN WATER AND SANITATION SYSTEMS, EMERGENCY ASSITANCE.Expenses $63,270 · grants $15,000
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 | 990 on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 37-1959642
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2020
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S80)
- Assets (IRS master file)
- $302,183
- Income (IRS master file)
- $112,086
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2026 | $84,823 | $67,226 | $302,183 | XML |
| 990 | June 2025 | $88,367 | $62,596 | $263,492 | XML |
| 990 | June 2024 | $64,367 | $53,632 | $231,933 | XML |
| 990 | June 2023 | $64,163 | $40,362 | $248,461 | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-N for 2019 Officer: Rosemarie A Russo | June 30, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
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 37-1959642).
Questions about ROTARY CLUB OF WESTERLY FOUNDATION
- What is the EIN of ROTARY CLUB OF WESTERLY FOUNDATION?
- The employer identification number (EIN) of ROTARY CLUB OF WESTERLY FOUNDATION is 37-1959642.
- Is ROTARY CLUB OF WESTERLY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to ROTARY CLUB OF WESTERLY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROTARY CLUB OF WESTERLY 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 ROTARY CLUB OF WESTERLY FOUNDATION due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROTARY CLUB OF WESTERLY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2026.
- Who is the principal officer of ROTARY CLUB OF WESTERLY FOUNDATION?
- The 990 for the year ended June 30, 2026 names SUZANNE LANE.
- Who are the officers and directors of ROTARY CLUB OF WESTERLY FOUNDATION?
- The 990 for the year ended June 30, 2026 lists 7 people; 0 received compensation from the organization.
- How much revenue does ROTARY CLUB OF WESTERLY FOUNDATION have?
- On its 990 for the year ended June 30, 2026 it reported revenue of $84,823, expenses of $67,226 and total assets of $302,183 at year end.
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