Nonprofit · EIN 75-1833897
ENDOWMENT FUND OF THE ROTARTY CLUB OF FORT WORTH
Tax-exempt · FORT WORTH, TX 76102
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $44,383 | $56,382 | -$11,999 | $1,464,707 | $23,700 | $1,441,007 |
| June 30, 2024 | 990 | $36,688 | $41,077 | -$4,389 | $1,312,906 | $13,156 | $1,299,750 |
| June 30, 2023 | 990 | $36,336 | $47,028 | -$10,692 | $1,155,958 | $20,244 | $1,135,714 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $13,210
- Program service revenue
- $0
- Investment income
- $31,173
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $50,927
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $2,955
- Program services (functional)
- $50,927
- Management and general (functional)
- $5,455
Balance sheet and other
- Total assets, start of year
- $1,312,906
- Total assets, end of year
- $1,464,707
- Total liabilities, end of year
- $23,700
- Net assets, end of year
- $1,441,007
- Publicly traded securities
- $1,420,577
- Net assets without donor restrictions
- $447,044
- Net assets with donor restrictions
- $993,963
- Gross receipts
- $44,383
- Employees
- 0
- Volunteers
- 40
- Year formed
- 1982
- State of legal domicile
- TX
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 |
|---|---|---|---|
| KIRK DRIVER | IMMEDIATE PA Trustee or director, Officer | – | $0 |
| REBECCA MONTGOMERY | PRESIDENT Trustee or director, Officer | – | $0 |
| TOM LAW JR | VICE PRESIDE Trustee or director, Officer | – | $0 |
| ANN SHEETS | TREASURER Trustee or director, Officer | – | $0 |
| CHRISTINA JUDGE | SECRETARY Trustee or director, Officer | – | $0 |
| MATTIE COMPTON | SERGEANT OF Trustee or director, Officer | – | $0 |
| KAREN ANFIN | DIRECTOR Trustee or director | – | $0 |
| JOHN BARNETT | DIRECTOR Trustee or director | – | $0 |
| PAM CANNELL | DIRECTOR Trustee or director | – | $0 |
| HARRIET HARRAL | DIRECTOR Trustee or director | – | $0 |
| CHRIS JORDAN | DIRECTOR Trustee or director | – | $0 |
| ROBERT STURNS | DIRECTOR Trustee or director, Officer | – | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KIRK DRIVER | PRESIDENT Trustee or director, Officer | 10 | $0 |
| SHAWN SNELL | IMMEDIATE PA Trustee or director, Officer | 1 | $0 |
| REBECCA MONTGOMERY | PRESIDENT EL Trustee or director, Officer | 1 | $0 |
| CATHY R SHEFFIELD | VICE PRESIDE Trustee or director, Officer | 1 | $0 |
| TOM LAW | TREASURER Trustee or director, Officer | 1 | $0 |
| MATTIE COMPTON | SECRETARY Trustee or director, Officer | 1 | $0 |
| KAREN ANFIN | SERGEANT OF Trustee or director, Officer | 1 | $0 |
| TY STIMPSON | DIRECTOR Trustee or director | 1 | $0 |
| DEREK MOFFAT | DIRECTOR Trustee or director | 1 | $0 |
| PAM CANNELL | DIRECTOR Trustee or director | 1 | $0 |
| JOHN BARNETT | DIRECTOR Trustee or director | 1 | $0 |
| SHANNA SALDANA | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHAWN SNELL | PRESIDENT Trustee or director, Officer | 10 | $0 |
| KIRK DRIVER | PRESIDENT EL Trustee or director, Officer | 1 | $0 |
| REBECCA MONTGOMERY | VICE PRESIDE Trustee or director, Officer | 1 | $0 |
| COURTNEY LEWIS | IMMEDIATE PA Trustee or director, Officer | 1 | $0 |
| CATHY R SHEFFIELD | SECRETARY Trustee or director, Officer | 1 | $0 |
| TY STIMPSON | SERGEANT-AT- Trustee or director, Officer | 1 | $0 |
| DEREK MOFFAT | TREASURER Trustee or director, Officer | 1 | $0 |
| BILL FAIRLEY | DIRECTOR Trustee or director | 1 | $0 |
| JASON BYRNE | DIRECTOR Trustee or director | 1 | $0 |
| JOE MICHELS | DIRECTOR Trustee or director | 1 | $0 |
| STEVE KESSLER | DIRECTOR Trustee or director | 1 | $0 |
| SHANNA SALDANA | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 306 W 7TH ST STE 305, FORT WORTH, TX 76102-4905
- Principal officer (990 for 2024)
- ANN SHEETS, 306 W 7TH STREET SUITE 305, FORT WORTH, TX 76102
- Signed the 990
- ANN SHEETS, TREASURER
- Phone
- (817) 332-7977
- Website
- WWW.ROTARYFORTWORTH.ORG
- Return prepared by
- KELLOGG & KELLOGG PC
Mission
THE ENDOWMENT FUND OF THE ROTARY CLUB OF FORT WORTH IS A NOT-FOR-PROFIT CORPORATION FORMED BY THE ROTARY CLUB TO PROVIDE SUPPORT FOR EDUCATIONAL SCHOLARSHIPS, AND OTHER BENEVOLENT CHARITABLE, EDUCATIONAL, CIVIC AND RESEARCH ORGANIZATIONS IN TARRANT COUNTY
Program accomplishments
- CHARITABLE SERVICE: THE FUND PROVIDES SUPPORT FOR EDUCATIONAL SCHOLARSHIPS, AND OTHER BENEVOLENT, CHARITABLE, EDUCATIONAL, CIVIC AND RESEARCH ORGANIZATIONS IN TARRANT COUNTY.
- ALL OTHER ACCOMPLISHMENTS CHARITABLE SERVICE: FUND PROVIDES ACTIVITIES FOR MILITARY SUPPORT USS FW EXPENSESExpenses $50,927 · grants $50,927
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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
- 75-1833897
- 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
- 1982
- Accounting year ends
- June
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Community improvement and capacity building (S80Z)
- Assets (IRS master file)
- $1,464,707
- Income (IRS master file)
- $44,383
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $44,383 | $56,382 | $1,464,707 | IRS |
| 990 | June 2024 | $36,688 | $41,077 | $1,312,906 | IRS |
| 990 | June 2023 | $36,336 | $47,028 | $1,155,958 | XML |
| 990 | June 2022 | $46,324 | $51,450 | $1,036,961 | IRS |
| 990 | June 2021 | – | – | – | 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 75-1833897).
Questions about ENDOWMENT FUND OF THE ROTARTY CLUB OF FORT WORTH
- What is the EIN of ENDOWMENT FUND OF THE ROTARTY CLUB OF FORT WORTH?
- The employer identification number (EIN) of ENDOWMENT FUND OF THE ROTARTY CLUB OF FORT WORTH is 75-1833897.
- Is ENDOWMENT FUND OF THE ROTARTY CLUB OF FORT WORTH tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
- Are donations to ENDOWMENT FUND OF THE ROTARTY CLUB OF FORT WORTH tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ENDOWMENT FUND OF THE ROTARTY CLUB OF FORT WORTH file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of ENDOWMENT FUND OF THE ROTARTY CLUB OF FORT WORTH 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 ENDOWMENT FUND OF THE ROTARTY CLUB OF FORT WORTH 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 ENDOWMENT FUND OF THE ROTARTY CLUB OF FORT WORTH?
- The 990 for the year ended June 30, 2025 names ANN SHEETS.
- Who are the officers and directors of ENDOWMENT FUND OF THE ROTARTY CLUB OF FORT WORTH?
- The 990 for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does ENDOWMENT FUND OF THE ROTARTY CLUB OF FORT WORTH have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $44,383, expenses of $56,382 and total assets of $1,464,707 at year end.
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