Nonprofit · EIN 81-2927119
OSTERVILLE ROTARY FOUNDATION INC
Tax-exempt · OSTERVILLE, MA 02655
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $66,016 | $52,104 | $13,912 | $49,523 | – | $49,523 |
| June 30, 2024 | 990-EZ | $23,860 | $61,789 | -$37,929 | $35,611 | – | $35,611 |
| June 30, 2023 | 990-EZ | $52,218 | $16,074 | $36,144 | $73,540 | – | $73,540 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $15,439
- Net income from fundraising events
- $50,577
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $35
- Other expenses
- $52,069
- Program services (functional)
- $52,069
Balance sheet and other
- Total assets, start of year
- $35,611
- Total assets, end of year
- $49,523
- Total liabilities, end of year
- –
- Net assets, end of year
- $49,523
- Cash, savings and investments
- $48,423
- Gross receipts
- $68,041
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARIE CARNEY | TREASURER | 0 | $0 |
| REBECCA RICHARDSON | CLERK | 0 | $0 |
| ELIZABETH GRUNDY | DIRECTOR | 0 | $0 |
| KATHY SILVIA | DIRECTOR | 0 | $0 |
| STUART PEOPLES | DIRECTOR | 0 | $0 |
| PJ RICHARDSON | DIRECTOR | 0 | $0 |
990-EZ for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARIE CARNEY | TREASURER | 0 | $0 |
| REBECCA RICHARDSON | CLERK | 0 | $0 |
| ELIZABETH GRUNDY | DIRECTOR | 0 | $0 |
| KATHY SILVIA | DIRECTOR | 0 | $0 |
| STUART PEOPLES | DIRECTOR | 0 | $0 |
| PJ RICHARDSON | DIRECTOR | 0 | $0 |
990-EZ for the year ended June 30, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRICIA BESSE | TREASURER | 0 | $0 |
| KEVIN PEPE | CLERK | 0 | $0 |
| ELIZABETH GRUNDY | DIRECTOR | 0 | $0 |
| KATHY SILVIA | DIRECTOR | 0 | $0 |
| REBECCA RICHARDSON | DIRECTOR | 0 | $0 |
| CLARA MESONERO | DIRECTOR | 0 | $0 |
| STUART PEOPLES | DIRECTOR | 0 | $0 |
| DEBORAH REED | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 705, OSTERVILLE, MA 02655-0705
- In care of
- % PRESIDENT
- Mailing address (990-N for 2015)
- PO Box 705, Osterville MA 02655
- Principal officer (990-N for 2015)
- John Treanor, PO Box 705, Osterville MA 02655
- Signed the 990-EZ
- CARIE CARNEY, TREASURER
- Phone
- (508) 428-1677
- Return prepared by
- DEPAOLA BEGG & ASSOC PC
Mission
TO PROMOTE CHARITABLE AND EDUCATIONAL PURPOSES AND TO SERVE THE PUBLIC AND ASSIST IN COMMUNITY AND SOCIETAL BETTERMENT.
Program accomplishments
- TO PROMOTE CHARITABLE AND EDUCATIONAL PURPOSES AND TO SERVE THE PUBLIC AND ASSIST IN COMMUNITY AND SOCIETAL BETTERMENT.Expenses $52,069
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 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-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 81-2927119
- 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
- 2016
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T50)
- Assets (IRS master file)
- $49,523
- Income (IRS master file)
- $68,041
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $66,016 | $52,104 | $49,523 | IRS |
| 990-EZ | June 2024 | $23,860 | $61,789 | $35,611 | IRS |
| 990-EZ | June 2023 | $52,218 | $16,074 | $73,540 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | IRS |
| 990-N for 2015 Officer: John Treanor | June 30, 2016 | ≤ $50,000 receipts | – | – | e-Postcard |
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 81-2927119).
Questions about OSTERVILLE ROTARY FOUNDATION INC
- What is the EIN of OSTERVILLE ROTARY FOUNDATION INC?
- The employer identification number (EIN) of OSTERVILLE ROTARY FOUNDATION INC is 81-2927119.
- Is OSTERVILLE ROTARY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to OSTERVILLE ROTARY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OSTERVILLE ROTARY FOUNDATION INC 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 OSTERVILLE ROTARY FOUNDATION INC 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 OSTERVILLE ROTARY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who is the principal officer of OSTERVILLE ROTARY FOUNDATION INC?
- The 990-N for 2015 names John Treanor.
- Who are the officers and directors of OSTERVILLE ROTARY FOUNDATION INC?
- The 990-EZ for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does OSTERVILLE ROTARY FOUNDATION INC have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $66,016, expenses of $52,104 and total assets of $49,523 at year end.
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All nonprofits in OSTERVILLE · Massachusetts · Philanthropy, voluntarism and grantmaking foundations