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Nonprofit · EIN 73-6093582

ROTARY CLUB 29 FOUNDATION

Tax-exempt · OKLAHOMA CITY, OK 73103

Financials

$878K$681K2022$753K$252K2023$1.4M$272K2024
Revenue Expenses · by fiscal year end
Financials of ROTARY CLUB 29 FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$1,419,268$271,656$1,147,612$4,197,645$61,272$4,136,373
June 30, 2024990$752,952$251,648$501,304$3,064,897$76,136$2,988,761
June 30, 2023990$878,217$681,131$197,086$2,579,576$92,119$2,487,457
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$1,022,821
Program service revenue
$0
Investment income
$162,622
Other revenue
$233,825

Expenses

Grants and similar amounts paid
$193,040
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$216,244
Management and general (functional)
$49,864
Fundraising (functional)
$5,548

Balance sheet and other

Total assets, start of year
$3,064,897
Total assets, end of year
$4,197,645
Total liabilities, end of year
$61,272
Net assets, end of year
$4,136,373
Publicly traded securities
$2,239,519
Net assets without donor restrictions
$2,221,169
Net assets with donor restrictions
$1,915,204
Gross receipts
$1,419,268
Employees
0
Year formed
1982
State of legal domicile
OK

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
Steve ShepewichAt Large-World Service Director
Trustee or director
2$0
Jake KrattigerAt Large-Domestic Service Director
Trustee or director
2$0
Sarah RobertsAt Large
Trustee or director
2$0
David WaltersAt Large
Trustee or director
2$0
Bill HughesAt Large
Trustee or director
2$0
Andy RineAt Large
Trustee or director
2$0
Tim DowdChair
Officer
2$0
Suzanne MitchellClub President
Officer
2$0
Ross PlourdeClub President - Elect
Officer
2$0
Lesli MassadClub Past President
Officer
2$0
Mark NeumeisterClub Past Treasurer
Officer
2$0
Matt BownTreasurer
Officer
2$0
Jim DavidSecretary
Officer
2$0
990 for the year ended June 30, 2024: 16 people
NameTitleHours / weekCompensation
Jake KrattigerAt Large - Community Service
Trustee or director
2$0
Steve ShepewichAt Large - International Serv
Trustee or director
2$0
Jane JenkinsAt Large
Trustee or director
2$0
Vered HarrisAt Large
Trustee or director
2$0
Sarah RobertsAt Large
Trustee or director
2$0
Bill HughesAt Large
Trustee or director
2$0
Andy RineAt Large
Trustee or director
2$0
Kendra RobbenAt Large
Trustee or director
2$0
David WaltersAt Large
Trustee or director
2$0
Suzanne MitchellClub President - Elect
Officer
2$0
Lesli MassadClub President
Officer
2$0
Tim DowdChair
Officer
2$0
Wes MilbournClub Past President
Officer
2$0
Matt BownTreasurer
Officer
2$0
Jim DavidSecretary
Officer
2$0
Lisa SynarClub Past Treasurer
Officer
2$0
990 for the year ended June 30, 2023: 16 people
NameTitleHours / weekCompensation
Kim TranAt Large - Community Service
Trustee or director
2$0
Dennis ShockleyAt Large - International Serv
Trustee or director
2$0
Jim DavidAt Large
Trustee or director
2$0
Chuck WigginAt Large
Trustee or director
2$0
Kendra RobbenAt Large
Trustee or director
2$0
Jane JenkinsAt Large
Trustee or director
2$0
Sarah RobertsAt Large
Trustee or director
2$0
David WaltersAt Large
Trustee or director
2$0
Vered HarrisAt Large
Trustee or director
2$0
Lesli MassadClub President - Elect
Officer
2$0
Wes MilbournClub President
Officer
2$0
Tim DowdChair
Officer
2$0
Jerrod ShouseClub Past President
Officer
2$0
Matt BownTreasurer
Officer
2$0
Mike CoatsSecretary
Officer
2$0
Bill HughesClub Past Treasurer
Officer
2$0

Address and contacts

Address (IRS master file)
625 NW 13TH STREET STE 105, OKLAHOMA CITY, OK 73103-2239
In care of
% MEGAN LAW
Signed the 990
MEGAN LAW, Executive Director
Phone
(405) 235-5100
Return prepared by
dwg inc

Mission

Rotary Club 29 Foundation was established for the purpose of providing support for the philanthropic projects of the Rotary Club of Oklahoma City.

990 for the year ended June 30, 2025

Program accomplishments

  • Philanthropies including disaster relief and local, domestic and international grants.
    Expenses $216,244

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
73-6093582
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
1960
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$4,197,645
Income (IRS master file)
$1,419,268

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$1,419,268$271,656$4,197,645IRS
990June 2024$752,952$251,648$3,064,897IRS
990June 2023$878,217$681,131$2,579,576XML
990June 2022$363,285$428,612$2,379,532IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––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 73-6093582).

Questions about ROTARY CLUB 29 FOUNDATION

What is the EIN of ROTARY CLUB 29 FOUNDATION?
The employer identification number (EIN) of ROTARY CLUB 29 FOUNDATION is 73-6093582.
Is ROTARY CLUB 29 FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1960.
Are donations to ROTARY CLUB 29 FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does ROTARY CLUB 29 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 29 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 ROTARY CLUB 29 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 ROTARY CLUB 29 FOUNDATION?
The 990 for the year ended June 30, 2025 lists 13 people; 0 received compensation from the organization.
How much revenue does ROTARY CLUB 29 FOUNDATION have?
On its 990 for the year ended June 30, 2025 it reported revenue of $1,419,268, expenses of $271,656 and total assets of $4,197,645 at year end.

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