Nonprofit · EIN 04-3528267
ROTARY CLUB OF MARBLEHEAD CHARITABLE FOUNDATION INC
Tax-exempt · MARBLEHEAD, MA 01945
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $108,460 | $55,021 | $53,439 | $274,428 | $0 | $274,428 |
| June 30, 2024 | 990-EZ | $54,362 | $110,900 | -$56,538 | $220,989 | $0 | $220,989 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $84,371
- Membership dues
- $400
- Investment income
- $1,249
- Net income from fundraising events
- $22,440
Expenses
- Grants and similar amounts paid
- $36,140
- Compensation of officers, directors and key employees
- $0
- Other expenses
- $18,881
- Program services (functional)
- $36,140
Balance sheet and other
- Total assets, start of year
- $220,989
- Total assets, end of year
- $274,428
- Total liabilities, end of year
- $0
- Net assets, end of year
- $274,428
- Cash, savings and investments
- $274,428
- Gross receipts
- $109,720
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 |
|---|---|---|---|
| JOHN BUCKEY | PRESIDENT | 0 | $0 |
| PRITHI MEIER | TREASURER | 0 | $0 |
| NANCY GWIN | SECRETARY | 0 | $0 |
990-EZ for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DON DOWLING | PRESIDENT | 0 | $0 |
| ARTHUR SCHWARTZ | TREASURER | 0 | $0 |
| PRETTY MEIER | SECRETARY | 0 | $0 |
| JACK ATTRIDGE | DIRECTOR | 0 | $0 |
| JOYCE ELLIOTT | DIRECTOR | 0 | $0 |
| DAVID DEUTSCH | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1008, MARBLEHEAD, MA 01945-5008
- In care of
- % DAVID SLEPIAN
- Mailing address (990-N for 2018)
- PO Box 1008, MARBLEHEAD MA 01945
- Principal officer (990-N for 2018)
- CARLTON SIEGEL, 98 EVANS ROAD, MARBLEHEAD MA 01945
- Signed the 990-EZ
- NANCY GWIN, TREASURER
- Phone
- (781) 631-4767
- Return prepared by
- Leonard Fafel CPA PC
Mission
FELLOWSHIP OF CIVIC MINDED PEOPLE
Program accomplishments
- PRVIDE ACADEMIC SCHOLARSHIPS TO DESERVING STUDENTS FOR FURTHER EDUCATION.Expenses $17,500
- COMMUNITY SERVICE GRANTS.Expenses $11,499
- PROVIDE CAMPERSHIPS TO DESERVING STUDENTS.Expenses $7,141
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
- 04-3528267
- 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
- 2001
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T12)
- Assets (IRS master file)
- $274,428
- Income (IRS master file)
- $109,720
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $108,460 | $55,021 | $274,428 | IRS |
| 990-EZ | June 2024 | $54,362 | $110,900 | $220,989 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-N for 2018 Officer: CARLTON SIEGEL | June 30, 2019 | ≤ $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 04-3528267).
Questions about ROTARY CLUB OF MARBLEHEAD CHARITABLE FOUNDATION INC
- What is the EIN of ROTARY CLUB OF MARBLEHEAD CHARITABLE FOUNDATION INC?
- The employer identification number (EIN) of ROTARY CLUB OF MARBLEHEAD CHARITABLE FOUNDATION INC is 04-3528267.
- Is ROTARY CLUB OF MARBLEHEAD CHARITABLE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to ROTARY CLUB OF MARBLEHEAD CHARITABLE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROTARY CLUB OF MARBLEHEAD CHARITABLE 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 ROTARY CLUB OF MARBLEHEAD CHARITABLE 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 ROTARY CLUB OF MARBLEHEAD CHARITABLE 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 ROTARY CLUB OF MARBLEHEAD CHARITABLE FOUNDATION INC?
- The 990-N for 2018 names CARLTON SIEGEL.
- Who are the officers and directors of ROTARY CLUB OF MARBLEHEAD CHARITABLE FOUNDATION INC?
- The 990-EZ for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does ROTARY CLUB OF MARBLEHEAD CHARITABLE FOUNDATION INC have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $108,460, expenses of $55,021 and total assets of $274,428 at year end.
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