Nonprofit · EIN 93-0868731
FOUNDATION OF MEDFORD ROGUE ROTARY SCHOLARSHIP FUND
Also known as GERALD W BURNS CPA
Tax-exempt · MEDFORD, OR 97504
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $66,008 | $53,054 | $12,954 | $96,634 | $0 | $96,634 |
| December 31, 2024 | 990-EZ | $72,882 | $62,882 | $10,000 | $83,681 | $0 | $83,681 |
| December 31, 2023 | 990-EZ | $144,741 | $165,909 | -$21,168 | $73,681 | $0 | $73,681 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $65,729
- Program service revenue
- $0
- Investment income
- $279
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Other expenses
- $53,054
Balance sheet and other
- Total assets, start of year
- $83,680
- Total assets, end of year
- $96,634
- Total liabilities, end of year
- $0
- Net assets, end of year
- $96,634
- Cash, savings and investments
- $96,634
- Gross receipts
- $66,008
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Pat Barry | President | 2 | $0 |
| Ben Kalina | Vice President | 2 | $0 |
| Roger Stokes | Treasurer | 4 | $0 |
| Bob Hunter | Trustee, Scholarship Co-Chair | 2 | $0 |
| Jon Gell | Trustee, Scholarship Co-Chair | 2 | $0 |
| Jared Pulver | Trustee | 1 | $0 |
| Tara Millan | Trustee | 1 | $0 |
| Gary Newland | Trustee | 1 | $0 |
| Cam McCandless | Trustee | 1 | $0 |
| Lorenzo Mejia | Trustee | 1 | $0 |
| Doug Schmor | Trustee | 1 | $0 |
| Kelly Soter | Trustee | 1 | $0 |
990-EZ for the year ended December 31, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Pat Barry | President | 2 | $0 |
| Ben Kalina | Vice President | 2 | $0 |
| Jared Pulver | Secretary | 2 | $0 |
| Roger Stokes | Treasurer | 4 | $0 |
| Bob Hunter | Trustee - Scholarship Co-Chair | 2 | $0 |
| Jon Gell | Trustee - Scholarship Co-Chair | 2 | $0 |
| Tara Millan | Trustee | 1 | $0 |
| Kumar Bhasin | Trustee | 1 | $0 |
| Angelee O'Connor | Trustee | 1 | $0 |
| Gary Newland | Trustee | 1 | $0 |
| Cam McCandless | Trustee | 1 | $0 |
| Lorenzo Mejia | Trustee | 1 | $0 |
990-EZ for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kumar Bhasin | Trustee | 1 | $1 |
| Pat Barry | President | 2 | $0 |
| Jeri Reno | Vice President | 2 | $0 |
| Roger Stokes | Treasurer | 4 | $0 |
| Jeanne Stallman | Secretary | 2 | $0 |
| Bob Hunter | Trustee - Scholarship Co-Chair | 2 | $0 |
| Eric Hodnett | Trustee - Scholarship Co-Chair | 2 | $0 |
| Jon Gell | Trustee | 1 | $0 |
| Ben Kalina | Trustee | 1 | $0 |
| Tara Millan | Trustee | 1 | $0 |
| Jared Pulver | Trustee | 1 | $0 |
| Angelee O'Connor | Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 314 MEDFORD HEIGHTS LN, MEDFORD, OR 97504-7550
- In care of
- % ROGER STOKES
- Signed the 990-EZ
- Roger, Treasurer
Mission
Local Community Service Projects
Program accomplishments
- Fund Local Youth Sports Programs & Food Supplement Projectsgrants $13,721
- International Community Service Projects - Youth Scholarships (Guatemala), Polio Eradication Programs, Clean Water Projects (Guatemala & Cozumel) & Health Clinic (Uganda)grants $27,140
- Merit Scholarships for Graduates of Local High Schoolsgrants $11,131
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 93-0868731
- 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
- 1986
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $96,634
- Income (IRS master file)
- $66,008
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $66,008 | $53,054 | $96,634 | IRS |
| 990-EZ | December 2024 | $72,882 | $62,882 | $83,681 | IRS |
| 990-EZ | December 2023 | $144,741 | $165,909 | $73,681 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-EZ | December 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 93-0868731).
Questions about FOUNDATION OF MEDFORD ROGUE ROTARY SCHOLARSHIP FUND
- What is the EIN of FOUNDATION OF MEDFORD ROGUE ROTARY SCHOLARSHIP FUND?
- The employer identification number (EIN) of FOUNDATION OF MEDFORD ROGUE ROTARY SCHOLARSHIP FUND is 93-0868731.
- Is FOUNDATION OF MEDFORD ROGUE ROTARY SCHOLARSHIP FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to FOUNDATION OF MEDFORD ROGUE ROTARY SCHOLARSHIP FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does FOUNDATION OF MEDFORD ROGUE ROTARY SCHOLARSHIP 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 FOUNDATION OF MEDFORD ROGUE ROTARY SCHOLARSHIP FUND due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FOUNDATION OF MEDFORD ROGUE ROTARY SCHOLARSHIP FUND last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who are the officers and directors of FOUNDATION OF MEDFORD ROGUE ROTARY SCHOLARSHIP FUND?
- The 990-EZ for the year ended December 31, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does FOUNDATION OF MEDFORD ROGUE ROTARY SCHOLARSHIP FUND have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $66,008, expenses of $53,054 and total assets of $96,634 at year end.
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