Nonprofit · EIN 57-1099324
ROTARY CLUB OF BEAUFORT ENDOWMENT FOUNDATION
Tax-exempt · BEAUFORT, SC 29902
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $265,539 | $8,450 | $257,089 | $420,815 | $0 | $420,815 |
| December 31, 2024 | 990-EZ | $14,682 | $9,291 | $5,391 | $153,103 | – | $153,103 |
| December 31, 2023 | 990-EZ | $5,470 | $6,605 | -$1,135 | $140,665 | – | $140,665 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $252,986
- Program service revenue
- $0
- Investment income
- $12,553
- Net gain from sales of assets
- $6,545
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $6,000
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $6,000
- Management and general (functional)
- $2,450
Balance sheet and other
- Total assets, start of year
- $153,103
- Total assets, end of year
- $420,815
- Total liabilities, end of year
- $0
- Net assets, end of year
- $420,815
- Publicly traded securities
- $416,157
- Net assets with donor restrictions
- $420,815
- Gross receipts
- $308,506
- Employees
- 0
- State of legal domicile
- SC
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Cris Steele | Director Trustee or director | 1 | $0 |
| Greg Dyson | Chairman Trustee or director | 2 | $0 |
| Wayne Promislow | Treasurer Trustee or director | 3 | $0 |
| John Troutman | Director Trustee or director | 1 | $0 |
| Graham Holcombe | Secretary Trustee or director | 1 | $0 |
| Robert Bussa | Director Trustee or director | 1 | $0 |
990-EZ for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Cris Steele | Director | 1 | $0 |
| Greg Dyson | Chairman | 2 | $0 |
| Wayne Promislow | Treasurer | 3 | $0 |
| John Troutman | Director | 1 | $0 |
| Graham Holcombe | Secretary | 1 | $0 |
| Robert Bussa | Director | 1 | $0 |
990-EZ for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Mary Ann Capria | Director | 1 | $0 |
| Greg Dyson | Chairman | 2 | $0 |
| Wayne Promislow | Treasurer | 3 | $0 |
| John Troutman | Director | 1 | $0 |
| Graham Holcombe | Secretary | 1 | $0 |
| Robert Bussa | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2201 BOUNDARY ST APT 207, BEAUFORT, SC 29902-3880
- In care of
- % WAYNE PROMISLOW
- Mailing address (990-N for 2016)
- 29 Dataw Drive, St Helena Island SC 29920
- Principal officer (990 for 2025)
- Wayne Promislow, 2201 Boundary St Suite 207, Beaufort, SC 29902
- Principal officer (990-N for 2016)
- John Ballantyne, 229 Dataw Drive, St Helena Island SC 29920
- Signed the 990
- Wayne Promislow, Treasurer
- Phone
- (843) 522-0222
Mission
The objectives of this Corporation shall be to serve as an endowment and to provide funds earmarked for the Rotary Club of Beaufort's local scholarship program and charitable contributions to local community charities which come within the definitions set forth in the Internal Revenue Code of 1954, Section 170(c), as amended.
Program accomplishments
- The Rotary Club of Beaufort Endowment Fund awarded $7,000 to the Rotary Club of Beaufort in January of 2024. These funds were restricted for student scholarships and other charitable expenditures awarded by the Rotary Club of Beaufort.Expenses $6,000 · revenue $6,008
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 57-1099324
- 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
- 2000
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T12)
- Assets (IRS master file)
- $420,815
- Income (IRS master file)
- $308,506
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $265,539 | $8,450 | $420,815 | IRS |
| 990-EZ | December 2024 | $14,682 | $9,291 | $153,103 | IRS |
| 990-EZ | December 2023 | $5,470 | $6,605 | $140,665 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | IRS |
| 990-N for 2016 Officer: John Ballantyne | December 31, 2016 | ≤ $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 57-1099324).
Questions about ROTARY CLUB OF BEAUFORT ENDOWMENT FOUNDATION
- What is the EIN of ROTARY CLUB OF BEAUFORT ENDOWMENT FOUNDATION?
- The employer identification number (EIN) of ROTARY CLUB OF BEAUFORT ENDOWMENT FOUNDATION is 57-1099324.
- Is ROTARY CLUB OF BEAUFORT ENDOWMENT FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to ROTARY CLUB OF BEAUFORT ENDOWMENT FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROTARY CLUB OF BEAUFORT ENDOWMENT 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 BEAUFORT ENDOWMENT FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROTARY CLUB OF BEAUFORT ENDOWMENT FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of ROTARY CLUB OF BEAUFORT ENDOWMENT FOUNDATION?
- The 990 for the year ended December 31, 2025 names Wayne Promislow.
- Who are the officers and directors of ROTARY CLUB OF BEAUFORT ENDOWMENT FOUNDATION?
- The 990 for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does ROTARY CLUB OF BEAUFORT ENDOWMENT FOUNDATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $265,539, expenses of $8,450 and total assets of $420,815 at year end.
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- GREATEST GIFT INC EIN 58-2673472 · last filed 990-EZ for 2025
- LOWCOUNTRY TOY GALA INC EIN 88-3560305 · last filed 990-N for 2025
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All nonprofits in BEAUFORT · South Carolina · Philanthropy, voluntarism and grantmaking foundations