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Nonprofit · EIN 73-6275678

WILL ROGERS ROTARY CLUB CHARITABLE TRUST

Tax-exempt · TULSA, OK 74159

Financials

$13K$19K2022$15K$4K2023$14K$22K2024
Revenue Expenses · by fiscal year end
Financials of WILL ROGERS ROTARY CLUB CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$14,201$22,285-$8,084$274,291$0$274,291
June 30, 2024990-PF$14,833$4,445$10,388$262,559$0$262,559
June 30, 2023990-PF$13,464$19,007-$5,543$232,224$0$232,224
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$2,996
Dividends
$5,982
Net gain from sales of assets
$5,223

Expenses

Grants and similar amounts paid
$18,500
Disbursements for charitable purposes
$18,500
Excise tax on investment income
$104

Balance sheet and other

Total assets, start of year
$262,436
Total assets, end of year
$274,291
Total liabilities, end of year
$0
Net assets, end of year
$274,291
Fair market value of assets
$272,921
Qualifying distributions
$18,500
Net investment income
$11,205

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-PF for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
Virginia Schulte
PO Box 4212, Tulsa, OK 74158
Chairman & Secretary1$0
Jeff Castleberry
PO Box 4212, Tulsa, OK 74158
Vice-Chairman1$0
Pat Fluegel
PO Box 4212, Tulsa, OK 74158
Trustee1$0
Jacob McClendon
PO Box 4212, Tulsa, OK 74158
Treasurer1$0
Tom Gilbert
PO Box 4212, Tulsa, OK 74158
Trustee1$0
990-PF for the year ended June 30, 2024: 5 people
NameTitleHours / weekCompensation
Ginny Schulte
PO Box 4212, Tulsa, OK 74158
President1$0
Jeff Castleberry
PO Box 4212, Tulsa, OK 74158
Trustee1$0
Pat Fluegel
PO Box 4212, Tulsa, OK 74158
Trustee1$0
Jacob McClendon
PO Box 4212, Tulsa, OK 74158
Treasurer1$0
Evan Taylor
PO Box 4212, Tulsa, OK 74158
Trustee1$0
990-PF for the year ended June 30, 2023: 5 people
NameTitleHours / weekCompensation
Ginny Schulte
PO Box 4212, Tulsa, OK 74158
President1$0
Jeff Castleberry
PO Box 4212, Tulsa, OK 74158
Trustee1$0
Pat Fluegel
PO Box 4212, Tulsa, OK 74158
Trustee1$0
Jacob McClendon
PO Box 4212, Tulsa, OK 74158
Treasurer1$0
Evan Taylor
PO Box 4212, Tulsa, OK 74158
Trustee1$0

Address and contacts

Address (IRS master file)
PO BOX 4212, TULSA, OK 74159-0212
In care of
% VIRGINIA SCHULTE
Signed the 990-PF
VIRGINIA SCHULTE, Owner
Phone
(918) 574-1501
Return prepared by
Osborne and Wyatt CPAs PC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. 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-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
73-6275678
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1994
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$274,291
Income (IRS master file)
$48,518

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$14,201$22,285$274,291XML
990-PFJune 2024$14,833$4,445$262,559IRS
990-PFJune 2023$13,464$19,007$232,224XML
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 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 73-6275678).

Questions about WILL ROGERS ROTARY CLUB CHARITABLE TRUST

What is the EIN of WILL ROGERS ROTARY CLUB CHARITABLE TRUST?
The employer identification number (EIN) of WILL ROGERS ROTARY CLUB CHARITABLE TRUST is 73-6275678.
Is WILL ROGERS ROTARY CLUB CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to WILL ROGERS ROTARY CLUB CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WILL ROGERS ROTARY CLUB CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of WILL ROGERS ROTARY CLUB CHARITABLE 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 WILL ROGERS ROTARY CLUB CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of WILL ROGERS ROTARY CLUB CHARITABLE TRUST?
The 990-PF for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does WILL ROGERS ROTARY CLUB CHARITABLE TRUST have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $14,201, expenses of $22,285 and total assets of $274,291 at year end.

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