Nonprofit · EIN 06-1492650
WAKEFIELD ROTARY CHARITABLE FOUNDATION INC
Tax-exempt · WAKEFIELD, RI 02880
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $118,223 | $63,501 | $54,722 | $816,822 | $0 | $816,822 |
| June 30, 2024 | 990 | $105,303 | $43,214 | $62,089 | $762,100 | $0 | $762,100 |
| June 30, 2023 | 990 | $102,556 | $11,763 | $90,793 | $700,011 | $0 | $700,011 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $27,864
- Program service revenue
- $0
- Investment income
- $90,359
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $55,862
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $22
- Accounting fees
- $650
- Program services (functional)
- $55,862
- Management and general (functional)
- $7,639
Balance sheet and other
- Total assets, start of year
- $762,100
- Total assets, end of year
- $816,822
- Total liabilities, end of year
- $0
- Net assets, end of year
- $816,822
- Publicly traded securities
- $780,419
- Net assets without donor restrictions
- $781,822
- Net assets with donor restrictions
- $35,000
- Gross receipts
- $118,223
- Employees
- 0
- Year formed
- 1997
- State of legal domicile
- RI
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 |
|---|---|---|---|
| Laurie Horton | Secetary Officer | 1 | $0 |
| Sandra Cutting | Director Officer | 1 | $0 |
| James W Blackerby | Treasurer Officer | 1 | $0 |
| Russell Bertrand | Chair Officer | 2 | $0 |
| Harvey Whitley | Director Officer | 1 | $0 |
990 for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Russell Bertrand | Chair Officer | 2 | $0 |
| Harvey Whitley | Director Officer | 1 | $0 |
| James W Blackerby | Treasurer Officer | 1 | $0 |
| Laurie Horton | Secetary Officer | 1 | $0 |
| Sandra Cutting | Director Officer | 1 | $0 |
990 for the year ended June 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Russell Bertrand | Chair Officer | 2 | $0 |
| Harvey Whitley | Director Officer | 1 | $0 |
| James W Blackerby | Treasurer Officer | 1 | $0 |
| Laurie Horton | Secetary Officer | 1 | $0 |
| Sandra Cutting | Director Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 382, WAKEFIELD, RI 02880-0382
- In care of
- % JAMES BLACKERBY
- Signed the 990
- JAMES BLACKERBY, Treasurer
- Return prepared by
- Wisehart Inc
Mission
Educational and Charitable Grants
Program accomplishments
- The Wakefield Rotary Charitable Foundation uses its resources to assist local charitable organizations.Expenses $55,862
- The Organization donates annually to the Rotary International Foundation in order to further that organizations efforts to promote peace and fight hunger and disease.
- the wakefield Rotary Charitable Foundation uses its resources to assist carefull vetted international charities.
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 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 06-1492650
- 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
- 1998
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70)
- Assets (IRS master file)
- $816,822
- Income (IRS master file)
- $118,223
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $118,223 | $63,501 | $816,822 | XML |
| 990 | June 2024 | $105,303 | $43,214 | $762,100 | XML |
| 990 | June 2023 | $102,556 | $11,763 | $700,011 | XML |
| 990 | June 2022 | $25,480 | $10,804 | $609,218 | IRS |
| 990 | June 2021 | – | – | – | 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 06-1492650).
Questions about WAKEFIELD ROTARY CHARITABLE FOUNDATION INC
- What is the EIN of WAKEFIELD ROTARY CHARITABLE FOUNDATION INC?
- The employer identification number (EIN) of WAKEFIELD ROTARY CHARITABLE FOUNDATION INC is 06-1492650.
- Is WAKEFIELD ROTARY CHARITABLE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to WAKEFIELD ROTARY CHARITABLE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WAKEFIELD ROTARY 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 WAKEFIELD ROTARY 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 WAKEFIELD ROTARY CHARITABLE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who are the officers and directors of WAKEFIELD ROTARY CHARITABLE FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does WAKEFIELD ROTARY CHARITABLE FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $118,223, expenses of $63,501 and total assets of $816,822 at year end.
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