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Nonprofit · EIN 68-0048178

ROSSMOOR ROTARY FOUNDATION

Tax-exempt · WALNUT CREEK, CA 94595

Financials

$187K$146K2022$185K$160K2023$161K$164K2024
Revenue Expenses · by fiscal year end
Financials of ROSSMOOR ROTARY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$160,941$164,033-$3,092$1,128,499$0$1,128,499
June 30, 2024990$184,937$160,349$24,588$990,914$0$990,914
June 30, 2023990$187,489$145,932$41,557$1,010,665$0$1,010,665
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$113,456
Program service revenue
$0
Investment income
$41,257
Other revenue
$6,228

Expenses

Grants and similar amounts paid
$162,870
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$75
Accounting fees
$668
Program services (functional)
$162,870
Management and general (functional)
$1,163

Balance sheet and other

Total assets, start of year
$990,914
Total assets, end of year
$1,128,499
Total liabilities, end of year
$0
Net assets, end of year
$1,128,499
Publicly traded securities
$1,047,693
Net assets without donor restrictions
$977,832
Net assets with donor restrictions
$150,667
Gross unrelated business income
$41,257
Gross receipts
$160,941
Employees
0
Year formed
1985
State of legal domicile
CA

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.

NameTitleHours / weekCompensation
E PATRICE JENSENVice Chair
Trustee or director
0$0
EDWARD S FISHERChairman
Trustee or director
0$0
JOHN M RICETreasurer
Trustee or director
0$0
WILLARD BROXHAMSecretary
Trustee or director
0$0
990 for the year ended June 30, 2024: 4 people
NameTitleHours / weekCompensation
EDWARD S FISHERChairman
Officer
8$0
E PATRICE JENSENVice Chairman
Officer
4$0
JOHN M RICETreasurer
Officer
8$0
FREDRIKA ATKINSSecretary
Officer
4$0
990 for the year ended June 30, 2023: 4 people
NameTitleHours / weekCompensation
JOHN P KINGChairman
Officer
8$0
EDWARD S FISHERVice Chairman
Officer
4$0
SHARON M LONGTreasurer
Officer
8$0
PAUL H WILSONSecretary
Officer
4$0

Address and contacts

Address (IRS master file)
PO BOX 2177, WALNUT CREEK, CA 94595-0177
Signed the 990
JOHN M RICE, Treasurer
Phone
(925) 465-6053
Return prepared by
Gary C Wong

California records

California keeps its own records of charities and corporations. Search them by EIN 68-0048178 or by the name ROSSMOOR ROTARY FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

CONTRIBUTIONS TO LOCAL, REGIONAL, AND INTERNATIONAL CHARITABLE ACTIVITIES, IMPROVEMENTS IN THE LOCAL ROSSMOOR RETIREMENT COMMUNITY

990 for the year ended June 30, 2025

Program accomplishments

  • SEE LIST OF ORGANIZATIONS RECEIVING GRANTS. ORGANIZATIONS RECEIVING MORE THAN $5000 OR MORE ARE INCLUDED ON SCHEDULE I.
    Expenses $162,870

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
68-0048178
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
1994
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,128,499
Income (IRS master file)
$160,941

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$160,941$164,033$1,128,499XML
990June 2024$184,937$160,349$990,914XML
990June 2023$187,489$145,932$1,010,665XML
990June 2022$101,639$110,349$980,266IRS
990June 2021–––IRS
990June 2020–––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 68-0048178).

Questions about ROSSMOOR ROTARY FOUNDATION

What is the EIN of ROSSMOOR ROTARY FOUNDATION?
The employer identification number (EIN) of ROSSMOOR ROTARY FOUNDATION is 68-0048178.
Is ROSSMOOR ROTARY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to ROSSMOOR ROTARY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does ROSSMOOR ROTARY 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 ROSSMOOR ROTARY FOUNDATION 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 ROSSMOOR ROTARY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who are the officers and directors of ROSSMOOR ROTARY FOUNDATION?
The 990 for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does ROSSMOOR ROTARY FOUNDATION have?
On its 990 for the year ended June 30, 2025 it reported revenue of $160,941, expenses of $164,033 and total assets of $1,128,499 at year end.

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