Nonprofit · EIN 56-2026642
CARY-KILDARE ROTARY CHARITABLE FUND
Tax-exempt · CARY, NC 27512
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-EZ | $76,883 | $79,129 | -$2,246 | $125,076 | – | $125,076 |
| June 30, 2025 | 990-EZ | $64,093 | $81,071 | -$16,978 | $133,963 | – | $133,963 |
| June 30, 2024 | 990-EZ | $57,225 | $78,598 | -$21,373 | $150,521 | – | $150,521 |
Financial details: 990-EZ for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $67,153
- Investment income
- $3,168
- Net gain from sales of assets
- $12,589
- Net income from fundraising events
- -$6,027
Expenses
- Grants and similar amounts paid
- $66,672
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $450
- Other expenses
- $12,007
- Program services (functional)
- $76,972
Balance sheet and other
- Total assets, start of year
- $133,964
- Total assets, end of year
- $125,076
- Total liabilities, end of year
- –
- Net assets, end of year
- $125,076
- Cash, savings and investments
- $122,491
- Gross receipts
- $129,407
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 |
|---|---|---|---|
| MICHELLE COX | DIRECTOR | 0 | $0 |
| ROBERT COHEN | DIRECTOR | 0 | $0 |
| MANUEL ALEX | PRESIDENT | 0 | $0 |
| TOM FINIGAN | PRESIDENT EL | 0 | $0 |
| HELENE GRAZIANO | SECRETARY | 0 | $0 |
| RUSS ANDREWS | TREASURER | 0 | $0 |
| LESLIE DAVIS | DIRECTOR | 0 | $0 |
990-EZ for the year ended June 30, 2025: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN FIRLET | DIRECTOR | 0 | $0 |
| ROBERT COHEN | DIRECTOR | 0 | $0 |
| MANUEL ALEX | PRESIDENT EL | 0 | $0 |
| TOM FINIGAN | SECRETARY | 0 | $0 |
| JOE PALUMBO | PRESIDENT | 0 | $0 |
| RUSS ANDREWS | TREASURER | 0 | $0 |
| BJ COPELAND | DIRECTOR | 0 | $0 |
990-EZ for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN FIRLET | DIRECTOR | 0 | $0 |
| JEFF SOUTHERLAND | DIRECTOR | 0 | $0 |
| JOE PALUMBO | PRESIDENT EL | 0 | $0 |
| TOM FINIGAN | SECRETARY | 0 | $0 |
| TIA COPPUS | PRESIDENT | 0 | $0 |
| RUSS ANDREWS | TREASURER | 0 | $0 |
| BJ COPELAND | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1406, CARY, NC 27512-1406
- In care of
- % WILLIAM S LEFES
- Mailing address (990-N for 2025)
- PO Box 1406, Cary NC 27512
- Principal officer (990-N for 2025)
- Russ Andrews, 128 Huntsmoor Ln, Cary NC 27513
- Signed the 990-EZ
- RUSS ANDREWS, TREASURER
- Phone
- (919) 466-0946
- Website
- WWW.CARYROTARYCLUB.ORG
- Return prepared by
- JOYCE AND COMPANY CPA
Mission
TO SPONSOR AND CONDUCT FUND RAISING EVENTS AND TO SOLICIT FUNDS TO FINANCE FOUNDATION PROGRAMS, PRIMARILY TO PROVIDE SCHOLARSHIPS FOR STUDENTS ATTENDING A FOUR YEAR UNIVERSITY OR A COMMUNITY COLLEGE PROGRAM. ADDITIONALLY TO PROVIDE SUPPORT FOR LOCAL, NATIONAL AND INTERNATIONAL HUMANITARIAN PROGRAMS.
Program accomplishments
- SCHOLARSHIPS TO UNIVERSITY AND COMMUNITY COLLEGE STUDENTS.Expenses $28,500 · grants $28,500
- COMMUNITY SERVICE PROJECTS AND CONTRIBUTIONS.Expenses $30,920 · grants $20,620
- INTERNATIONAL SERVICE PROJECTS AND CONTRIBUTIONS.Expenses $17,552 · grants $17,552
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-N on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-N on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 56-2026642
- 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
- 1997
- Accounting year ends
- June
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Education (B82)
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-N for 2025 Officer: Russ Andrews | June 30, 2026 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | June 2026 | $76,883 | $79,129 | $125,076 | XML |
| 990-N for 2024 Officer: Russ Andrews | June 30, 2025 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | June 2025 | $64,093 | $81,071 | $133,963 | IRS |
| 990-EZ | June 2024 | $57,225 | $78,598 | $150,521 | XML |
| 990-N for 2022 Officer: Russell R Andrews | June 30, 2023 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | June 2023 | – | – | – | IRS |
| 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 56-2026642).
Questions about CARY-KILDARE ROTARY CHARITABLE FUND
- What is the EIN of CARY-KILDARE ROTARY CHARITABLE FUND?
- The employer identification number (EIN) of CARY-KILDARE ROTARY CHARITABLE FUND is 56-2026642.
- Is CARY-KILDARE ROTARY CHARITABLE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to CARY-KILDARE ROTARY CHARITABLE FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CARY-KILDARE ROTARY CHARITABLE FUND file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of CARY-KILDARE ROTARY CHARITABLE FUND 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 CARY-KILDARE ROTARY CHARITABLE FUND last file with the IRS?
- The latest return in the IRS public files is the 990-N for 2025 for the year ended June 30, 2026.
- Who is the principal officer of CARY-KILDARE ROTARY CHARITABLE FUND?
- The 990-N for 2025 names Russ Andrews.
- Who are the officers and directors of CARY-KILDARE ROTARY CHARITABLE FUND?
- The 990-EZ for the year ended June 30, 2026 lists 7 people; 0 received compensation from the organization.
- How much revenue does CARY-KILDARE ROTARY CHARITABLE FUND have?
- On its 990-EZ for the year ended June 30, 2026 it reported revenue of $76,883, expenses of $79,129 and total assets of $125,076 at year end.
Other nonprofits in CARY
- CARY ACADEMY EIN 56-1934619 · last filed 990 for 2025
- TRIANGLE CHARTER EDUCATION ASSOCIATION INC EIN 90-1031905 · last filed 990 for 2025
- CARY CHRISTIAN SCHOOL INC EIN 56-1894697 · last filed 990 for 2025
- JAMES B HUNT JR INSTITUTE FOR EDUCATIONAL LEADERSHIP AND POLICY EIN 80-0025367 · last filed 990 for 2025
- FORUM OF INCIDENT RESPONSE AND SECURITY TEAMS EIN 38-3943584 · last filed 990 for 2025
- SHEPHERDS THEOLOGICAL SEMINARY INC EIN 20-0180768 · last filed 990 for 2025
- PUBLIC SCHOOL FORUM OF NORTH CAROLINA INC EIN 58-1654064 · last filed 990 for 2025
- LUCY DANIELS CENTER FOR EARLY CHILDHOOD EIN 58-1863104 · last filed 990 for 2025