Nonprofit · EIN 46-0492025
WHITEFISH ROTARY CHARITABLE FUND INC
Tax-exempt · WHITEFISH, MT 59937
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-EZ | $1,766 | $9,257 | -$7,491 | $12,429 | – | $12,429 |
| June 30, 2025 | 990-EZ | $3,516 | $5,930 | -$2,414 | $19,920 | – | $19,920 |
| June 30, 2024 | 990-EZ | $2,546 | $2,050 | $496 | $22,334 | – | $22,334 |
Financial details: 990-EZ for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $1,591
- Investment income
- $175
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $460
- Printing, publications and postage
- $210
- Other expenses
- $8,587
- Program services (functional)
- $8,797
Balance sheet and other
- Total assets, start of year
- $19,920
- Total assets, end of year
- $12,429
- Total liabilities, end of year
- –
- Net assets, end of year
- $12,429
- Cash, savings and investments
- $12,429
- Gross receipts
- $1,766
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-EZ for the year ended June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRISTIE OSBORNE | CHAIRPERSON | 0.23 | $0 |
| ALEX J SPEAR | SECRETARY | 0.23 | $0 |
| BRUCE ARONSON | TREASURER | 0.23 | $0 |
990-EZ for the year ended June 30, 2025: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ASHLEY MULCAHY | PRESIDENT | 0.25 | $0 |
| ALEX J SPEAR | SECRETARY | 0.25 | $0 |
| BRUCE ARONSON | TREASURER | 0.25 | $0 |
| WILLIAM BAYNE | DIRECTOR | 0.25 | $0 |
990-EZ for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GIUSEPPE CALTABIANO | PRESIDENT | 0.25 | $0 |
| ALEX J SPEAR | SECRETARY | 0.25 | $0 |
| BRUCE ARONSON | TREASURER | 0.25 | $0 |
| WILLIAM BAYNE | DIRECTOR | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 5583, WHITEFISH, MT 59937-5583
- In care of
- % MYRA APPEL
- Mailing address (990-N for 2021)
- PO Box 5583, Whitefish MT 59937
- Principal officer (990-N for 2021)
- Bruce Aronson, PO Box 5583, Whitefish MT 59937
- Signed the 990-EZ
- BRUCE ARONSON, TREASURER
- Phone
- (406) 270-2760
- Return prepared by
- SWIFTCURRENT ACCOUNTING & TAX INC
Mission
CHARITABLE DISTRIBUTION OF FUNDS AND SERVICES IN COORDINATION WITH ROTARY CLUB OF WHITEFISH TO THOSE IN NEED PRIMARILY IN THE WHITEFISH COMMUNITY THROUGH GIFTS, DONATION, AND SCHOLARSHIPS.
Program accomplishments
- THE ANNUAL MAGIC OF CHRISTMAS PROGRAM IS THE PRIMARY USE OF FUNDS, WITH CHILDREN IN LESS FORTUNATE FAMILIES RECEIVING GIFTS. 166 CHILDREN WERE THE BENEFICIARIES OF THE EFFORT LAST DECEMBER.Expenses $8,797
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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-EZ on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 46-0492025
- 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
- 2002
- Accounting year ends
- June
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $12,429
- Income (IRS master file)
- $1,766
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2026 | $1,766 | $9,257 | $12,429 | XML |
| 990-EZ | June 2025 | $3,516 | $5,930 | $19,920 | XML |
| 990-EZ | June 2024 | $2,546 | $2,050 | $22,334 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-N for 2021 Officer: Bruce Aronson | June 30, 2022 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-N for 2017 Officer: Clifton Hayden | June 30, 2018 | ≤ $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 46-0492025).
Questions about WHITEFISH ROTARY CHARITABLE FUND INC
- What is the EIN of WHITEFISH ROTARY CHARITABLE FUND INC?
- The employer identification number (EIN) of WHITEFISH ROTARY CHARITABLE FUND INC is 46-0492025.
- Is WHITEFISH ROTARY CHARITABLE FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to WHITEFISH ROTARY CHARITABLE FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WHITEFISH ROTARY CHARITABLE FUND INC file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of WHITEFISH ROTARY CHARITABLE FUND INC 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 WHITEFISH ROTARY CHARITABLE FUND INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2026.
- Who is the principal officer of WHITEFISH ROTARY CHARITABLE FUND INC?
- The 990-N for 2021 names Bruce Aronson.
- Who are the officers and directors of WHITEFISH ROTARY CHARITABLE FUND INC?
- The 990-EZ for the year ended June 30, 2026 lists 3 people; 0 received compensation from the organization.
- How much revenue does WHITEFISH ROTARY CHARITABLE FUND INC have?
- On its 990-EZ for the year ended June 30, 2026 it reported revenue of $1,766, expenses of $9,257 and total assets of $12,429 at year end.
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