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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 68-0222925

PETALUMA VALLEY ROTARY TRUST

Tax-exempt · PETALUMA, CA 94953

Financials

$74K$81K2023$72K$65K2024
Revenue Expenses · by fiscal year end
Financials of PETALUMA VALLEY ROTARY TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-EZ$72,044$64,998$7,046$335,471–$335,471
June 30, 2024990-EZ$73,621$80,573-$6,952$296,699–$296,669
Financial details: 990-EZ for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$72,044

Expenses

Grants and similar amounts paid
$64,971
Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$27

Balance sheet and other

Total assets, start of year
$296,699
Total assets, end of year
$335,471
Total liabilities, end of year
–
Net assets, end of year
$335,471
Cash, savings and investments
$335,471
Gross receipts
$72,044

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
JOHN BURNSDirector0.33$0
JENNIFER CARTERPresident4$0
DAVID BARBIERIDirector0.33$0
WALT HUSSEYSecretary0.33$0
JOHN MOLLERWEBMASTER-PAST0.33$0
JULI ANN LEDERHAUSDirector0.33$0
JEFF RUTHERFORDTRUST TREASURER3$0
JOSEPHINE THORNTONDirector0.33$0
PATRICIA THOMASCLUB DIRECTOR0.33$0
RENEE MCKENNADirector0.33$0
PAT BAIRD-HENDREYCLUB TREASURER0.33$0
NICOLE WADEDirector0.33$0
990-EZ for the year ended June 30, 2024: 12 people
NameTitleHours / weekCompensation
JOHN BURNSDIRECTOR0.33$0
JENNIFER CARTERPRESIDENT4$0
DAVID BARBIERIDIRECTOR0.33$0
WALT HUSSEYSECRETARY0.33$0
JOHN MOLLERWEBMASTER-PA0.33$0
JULI ANN LEDERHAUSDIRECTOR0.33$0
JEFF RUTHERFORDTRUST TREASU3$0
JOSEPHINE THORNTONDIRECTOR0.33$0
PATRICIA THOMASCLUB DIRECTO0.33$0
RENEE MCKENNADIRECTOR0.33$0
PAT BAIRD-HENDREYCLUB TREASUR0.33$0
NICOLE WADEDIRECTOR0.33$0

Address and contacts

Address (IRS master file)
PO BOX 2101, PETALUMA, CA 94953-2101
In care of
% PETALUMA VALLEY ROTARY CLUB
Signed the 990-EZ
JENNIFER CARTER, TRUST TREASURER
Phone
(707) 322-8625
Return prepared by
Strategic Tax and Accounting Group

California records

California keeps its own records of charities and corporations. Search them by EIN 68-0222925 or by the name PETALUMA VALLEY ROTARY TRUST.

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

Mission

SUPPORT EDUCATIONAL, CHARITABLE & HUMANITARIAN ENDEAVORS.NUMBER OF PEOPLE BENEFITED:2500

990-EZ for the year ended June 30, 2025

Program accomplishments

  • COMMUNITY SERVICE PROJECTS INCLUDING SUPPORT FOR HOMELESS FAMILIES, LITERACY, CAMPS FOR ABUSED CHILDREN, SUPPORT FOR INVALID SENIORS AND ENVIORNMENTAL SUSTAINABILITY
    grants $10,216
  • INTERNATIONAL ASSISTANCE
    grants $9,225
  • SCHOLARSHIPS TO STUDENTS FOR HIGHER EDUCATION
    grants $4,000
  • GRANTS TO TEACHERS FOR STUDENT ENRICHMENT
    grants $38,130
  • BEAUTIFICATION OF SCHOOL CAMPUS
    grants $3,400

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-EZ on file
2023June 30, 2024November 15, 2024990-EZ on file

File the 2025 990-EZ for PETALUMA VALLEY ROTARY TRUST

Due November 16, 2026 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
68-0222925
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)
$335,471
Income (IRS master file)
$72,044

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZJune 2025$72,044$64,998$335,471IRS
990-EZJune 2024$73,621$80,573$296,699XML
990-EZJune 2023–––IRS
990-EZJune 2022–––IRS
990-EZJune 2021–––IRS
990-EZJune 2019–––IRS
990-EZJune 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 68-0222925).

Questions about PETALUMA VALLEY ROTARY TRUST

What is the EIN of PETALUMA VALLEY ROTARY TRUST?
The employer identification number (EIN) of PETALUMA VALLEY ROTARY TRUST is 68-0222925.
Is PETALUMA VALLEY ROTARY TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to PETALUMA VALLEY ROTARY TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does PETALUMA VALLEY ROTARY TRUST 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 PETALUMA VALLEY ROTARY TRUST 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 PETALUMA VALLEY ROTARY TRUST last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
Who are the officers and directors of PETALUMA VALLEY ROTARY TRUST?
The 990-EZ for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
How much revenue does PETALUMA VALLEY ROTARY TRUST have?
On its 990-EZ for the year ended June 30, 2025 it reported revenue of $72,044, expenses of $64,998 and total assets of $335,471 at year end.

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