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Nonprofit · EIN 81-3110856

ROTARY DISTRICT 5080 CHARITABLE FUND

Tax-exempt · DEER PARK, WA 99006

Financials

$134K$141K2022$118K$174K2023$193K$163K2024
Revenue Expenses · by fiscal year end
Financials of ROTARY DISTRICT 5080 CHARITABLE FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$192,808$162,922$29,886$1,142,863$0$1,142,863
June 30, 2024990$117,801$174,371-$56,570$1,075,128$285$1,074,843
June 30, 2023990$133,694$141,259-$7,565$1,060,037$100$1,059,937
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$121,823
Program service revenue
$0
Investment income
$74,003
Net gain from sales of assets
$20,619
Net income from fundraising events
-$7,518
Other revenue
-$3,018

Expenses

Grants and similar amounts paid
$155,097
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$155,097
Management and general (functional)
$7,825

Balance sheet and other

Total assets, start of year
$1,075,128
Total assets, end of year
$1,142,863
Total liabilities, end of year
$0
Net assets, end of year
$1,142,863
Publicly traded securities
$978,781
Gross receipts
$272,430
Employees
0
Volunteers
100
Year formed
2016
State of legal domicile
WA

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
M Karen CookDirector
Trustee or director
1$0
KYLE NOLTESecretary
Trustee or director, Officer
1$0
William SimerTreasurer
Trustee or director, Officer
2$0
Gary J BoweExecutive Dir.
Trustee or director, Officer
3$0
Bev ReedPresident
Trustee or director, Officer
1$0
Robert QuayDirector
Trustee or director
1$0
Helen LeBoeufDirector
Trustee or director
1$0
Heidi PallardyDirector
Trustee or director
1$0
Lorne WestnedgeVice President
Trustee or director, Officer
1$0
990 for the year ended June 30, 2024: 6 people
NameTitleHours / weekCompensation
M Karen CookDirector
Trustee or director
1$0
KYLE NOLTEDirector
Trustee or director
1$0
Bill SimerDirector
Trustee or director
1$0
Gary J BoweTreasurer
Trustee or director, Officer
3$0
Bev ReedVice President
Trustee or director, Officer
1$0
Robert QuayPresident
Trustee or director, Officer
1$0
990 for the year ended June 30, 2023: 7 people
NameTitleHours / weekCompensationFrom related orgs
Gary J BoweTreasurer
Trustee or director, Officer
3$0$625
M Karen CookDirector
Trustee or director
1$0$0
KYLE NOLTEDirector
Trustee or director
1$0$0
Bill SimerDirector
Trustee or director
1$0$0
Bev ReedVice President
Trustee or director, Officer
1$0$0
Robert QuayPresident
Trustee or director, Officer
1$0$0
DAVE LARSENDirector
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
3833 E ELOIKA RD, DEER PARK, WA 99006-9127
In care of
% GARY J BOWE
Mailing address (990-N for 2015)
3833 E Eloika Rd, Deer Park WA 99006
Principal officer (990 for 2024)
William Simer, 3833 E Eloika Rd, Deer Park, WA 990069127
Principal officer (990-N for 2015)
Robert Carroll, 32518 N Ridge Rd, Chattaroy WA 99003
Signed the 990
William Simer, Treasurer
Phone
(509) 922-2693
Return prepared by
Gary J Bowe EA

Mission

To support the local and worldwide charitable activities of the Rotary District 5080 and its participating local Rotary Clubs, as well as provide funding for community projects, scholarships, and other charitable projects.

990 for the year ended June 30, 2025

Program accomplishments

  • TO PROVIDE A STRUCTURE FOR LOCAL ROTARY CLUBS TO CONDUCT QUALIFIED FUNDRAISING PROGRAMS TO SUPPORT CHARITABLE ACTIVITIES DETERMINED BY THE ROTARY CLUBS. THE ROTARY CLUBS PROVIDE THE VOLUNTEER SUPPORT GENERATING FUNDS. THE ORGANIZATION PROVIDES OVERSIGHT TO ASSURE THAT ALL EXPENDITURES ARE FOR QUALIFIED CHARITABLE PURPOSES OR FUNDRAISING COSTS.
    Expenses $100,097 · grants $100,097
  • THE ORGANIZATION ADMINISTERS A PERMANENT ENDOWMENT CREATED BY AN INDIVIDUAL TO PROVIDE FINANCIAL SUPPORT TO PROGRAMS BENEFITING SENIORS IN THE GREATER SPOKANE VALLEY GEOGRAPHIC AREA.
    Expenses $33,000 · grants $33,000
  • THE ORGANIZATION ADMINISTERS ENDOWMENTS CREATED BY ROTARY CLUBS OR INDIVIDUALS TO PROVIDE EDUCATIONAL OPPORTUNITIES FOR YOUTH.
    Expenses $22,000 · grants $22,000

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
81-3110856
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
Assets (IRS master file)
$1,142,863
Income (IRS master file)
$272,430

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$192,808$162,922$1,142,863XML
990June 2024$117,801$174,371$1,075,128IRS
990June 2023$133,694$141,259$1,060,037XML
990June 2022$245,587$151,351$998,092IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS
990-N for 2015
Officer: Robert Carroll
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 81-3110856).

Questions about ROTARY DISTRICT 5080 CHARITABLE FUND

What is the EIN of ROTARY DISTRICT 5080 CHARITABLE FUND?
The employer identification number (EIN) of ROTARY DISTRICT 5080 CHARITABLE FUND is 81-3110856.
Is ROTARY DISTRICT 5080 CHARITABLE FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
Are donations to ROTARY DISTRICT 5080 CHARITABLE FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does ROTARY DISTRICT 5080 CHARITABLE FUND 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 DISTRICT 5080 CHARITABLE FUND 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 DISTRICT 5080 CHARITABLE FUND 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 ROTARY DISTRICT 5080 CHARITABLE FUND?
The 990 for the year ended June 30, 2025 names William Simer.
Who are the officers and directors of ROTARY DISTRICT 5080 CHARITABLE FUND?
The 990 for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
How much revenue does ROTARY DISTRICT 5080 CHARITABLE FUND have?
On its 990 for the year ended June 30, 2025 it reported revenue of $192,808, expenses of $162,922 and total assets of $1,142,863 at year end.

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