Nonprofit · EIN 61-6029858
ROTARY FUND OF LOUISVILLE INC
Tax-exempt · LOUISVILLE, KY 40222
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $316,524 | $192,291 | $124,233 | $3,510,058 | $167,364 | $3,342,694 |
| June 30, 2024 | 990 | $176,622 | $171,199 | $5,423 | $3,244,337 | $128,762 | $3,115,575 |
| June 30, 2023 | 990 | $176,265 | $155,076 | $21,189 | $3,003,440 | $138,717 | $2,864,723 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $25,762
- Program service revenue
- $0
- Investment income
- $277,166
- Net gain from sales of assets
- $30,235
- Other revenue
- $13,596
Expenses
- Grants and similar amounts paid
- $147,654
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,500
- Program services (functional)
- $160,266
- Management and general (functional)
- $32,025
Balance sheet and other
- Total assets, start of year
- $3,244,337
- Total assets, end of year
- $3,510,058
- Total liabilities, end of year
- $167,364
- Net assets, end of year
- $3,342,694
- Publicly traded securities
- $3,281,655
- Net assets without donor restrictions
- $3,342,694
- Gross receipts
- $467,035
- Employees
- 0
- Volunteers
- 8
- Year formed
- 1951
- State of legal domicile
- KY
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 | From related orgs |
|---|---|---|---|---|
| DELENE TAYLOR | EXECUTIVE DIRECTOR Officer | 5 | $0 | $118,200 |
| KEVIN LYNCH | PRESIDENT Trustee or director, Officer | 0.1 | $0 | $0 |
| KEN SELVAGGI | VICE PRESIDENT Trustee or director, Officer | 0.1 | $0 | $0 |
| KEVIN FIELDS | SECRETARY Trustee or director, Officer | 0.1 | $0 | $0 |
| CRAIG MOONEY | TREASURER Trustee or director, Officer | 0.1 | $0 | $0 |
| LORI HUDSON FLANERY | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
| ANNE MONELL | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
| LOUIS STRAUB | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
| MICHELLE BLACK WHITE | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
990 for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| DELENE TAYLOR | EXECUTIVE DIRECTOR Officer | 5 | $0 | $124,100 |
| LORI HUDSON FLANERY | VICE PRESIDENT Trustee or director, Officer | 0.1 | $0 | $0 |
| KEVIN FIELDS | SECRETARY Trustee or director, Officer | 0.1 | $0 | $0 |
| WALT KUNAU | PRESIDENT Trustee or director, Officer | 0.1 | $0 | $0 |
| KIMBERLY HALBAUER | TREASURER Trustee or director, Officer | 0.1 | $0 | $0 |
| KEVIN LYNCH | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
| JOHN JENNINGS | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
| LOUIS STRAUB | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
| ANNE MONELL | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
990 for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| DELENE TAYLOR | EXECUTIVE DIRECTOR Officer | 5 | $0 | $109,200 |
| JEAN WEST | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
| TONY COFFEY | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
| LORI HUDSON FLANERY | SECRETARY Trustee or director, Officer | 0.1 | $0 | $0 |
| BARBARA SEXTON SMITH | VICE PRESIDENT Trustee or director, Officer | 0.1 | $0 | $0 |
| WALT KUNAU | PRESIDENT Trustee or director, Officer | 0.1 | $0 | $0 |
| KIMBERLY HALBAUER | TREASURER Trustee or director, Officer | 0.1 | $0 | $0 |
| KEVIN LYNCH | PRESIDENT-ELECT Trustee or director, Officer | 0.1 | $0 | $0 |
| JOHN JENNINGS | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
| LOUIS STRAUB | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 657 S HURSTBOURNE PKWY STE D-226, LOUISVILLE, KY 40222-5095
- Principal officer (990 for 2024)
- DELENE TAYLOR, 657 S HURSTBOURNE PKWY STE D-226, LOUISVILLE, KY 40222
- Signed the 990
- CRAIG MOONEY, TREASURER
- Phone
- (502) 589-1800
- Website
- LOUISVILLEROTARY.ORG
- Return prepared by
- DEMING MALONE LIVESAY & OSTROFF PSC
Mission
THE MISSION OF THE ROTARY FUND OF LOUISVILLE, INC. IS TO ACCEPT, HOLD, ADMINISTER, INVEST AND DISBURSE, FOR CHARITABLE AND EDUCATIONAL PURPOSES, SUCH AS GIVEN TO IT BY ANY PERSON, CORPORATION OR THE ROTARY CLUB OF LOUISVILLE, INC.
Program accomplishments
- GRANTS TO SUPPORT PUBLIC CHARITIES (IRC 501(C)(3)) WORKING IN THE METRO LOUISVILLE AREA INCLUDING COLLEGE SCHOLARSHIPS FOR QUALIFIED YOUTH. IN ADDITION, THE FUND MAKES GRANTS TO CHARITABLE ORGANIZATIONS SUPPORTED BY ROTARY INTERNATIONAL.Expenses $148,266 · grants $135,654
- THEODORE BUERCK SCHOLARSHIP - RENEWABLE SCHOLARSHIPS TO LOCAL COLLEGES GIVEN TO 'UNSUNG HEROES' STUDENTS.Expenses $12,000 · grants $12,000
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
- 61-6029858
- 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
- 1953
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $3,510,058
- Income (IRS master file)
- $467,035
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $316,524 | $192,291 | $3,510,058 | IRS |
| 990 | June 2024 | $176,622 | $171,199 | $3,244,337 | XML |
| 990 | June 2023 | $176,265 | $155,076 | $3,003,440 | XML |
| 990 | June 2022 | $261,238 | $167,916 | $2,855,093 | IRS |
| 990 | June 2021 | $121,858 | $177,373 | $3,194,777 | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | 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 61-6029858).
Questions about ROTARY FUND OF LOUISVILLE INC
- What is the EIN of ROTARY FUND OF LOUISVILLE INC?
- The employer identification number (EIN) of ROTARY FUND OF LOUISVILLE INC is 61-6029858.
- Is ROTARY FUND OF LOUISVILLE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1953.
- Are donations to ROTARY FUND OF LOUISVILLE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROTARY FUND OF LOUISVILLE 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 FUND OF LOUISVILLE 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 FUND OF LOUISVILLE 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 FUND OF LOUISVILLE INC?
- The 990 for the year ended June 30, 2025 names DELENE TAYLOR.
- Who are the officers and directors of ROTARY FUND OF LOUISVILLE INC?
- The 990 for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does ROTARY FUND OF LOUISVILLE INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $316,524, expenses of $192,291 and total assets of $3,510,058 at year end.
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