Nonprofit · EIN 22-2979408
WALLINGFORD FOUNDATION SPONSORED BY THE ROTARY CLUB OF WALLINGFORD
Tax-exempt · WALLINGFORD, CT 06492
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $101,241 | $87,429 | $13,812 | $1,619,883 | $0 | $1,619,883 |
| June 30, 2024 | 990 | $109,497 | $64,836 | $44,661 | $1,554,098 | $0 | $1,554,098 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $18,150
- Program service revenue
- $0
- Investment income
- $43,396
- Net gain from sales of assets
- $1,097
- Net income from fundraising events
- $38,598
- Other revenue
- $39,695
Expenses
- Grants and similar amounts paid
- $77,101
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $2,450
- Program services (functional)
- $84,979
- Management and general (functional)
- $2,450
Balance sheet and other
- Total assets, start of year
- $1,554,098
- Total assets, end of year
- $1,619,883
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,619,883
- Publicly traded securities
- $1,415,550
- Net assets without donor restrictions
- $1,619,883
- Gross receipts
- $316,106
- Employees
- 0
- Volunteers
- 50
- Year formed
- 1966
- State of legal domicile
- CT
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 |
|---|---|---|---|
| JANE FISHER | VICE CHAIR Trustee or director | 2 | $0 |
| KEVIN O'ROURKE | CHAIR Trustee or director, Officer | 2 | $0 |
| JOHN SCHAEFER | TREASURER Trustee or director | 2 | $0 |
| SARAH TAUSSIK | SECRETARY Trustee or director | 2 | $0 |
| DONNA ZONA | TRUSTEE Trustee or director, Officer | 2 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GREGORY ALLEN | SECRETARY Trustee or director | 2 | $0 |
| MARK DAVIS | ADMINISTRATO Trustee or director, Officer | 2 | $0 |
| JANE FISHER | TRUSTEE Trustee or director | 2 | $0 |
| KEVIN O'ROURKE | PRESIDENT Trustee or director, Officer | 2 | $0 |
| DARYLL PORTO | TREASURER Trustee or director, Officer | 2 | $0 |
| JOHN SCHAEFER | TREASURER Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 213, WALLINGFORD, CT 06492-0213
- Principal officer (990 for 2024)
- KEVIN O'ROURKE
- Signed the 990
- JOHN SCHAEFER, TREASURER
- Phone
- (203) 269-2723
- Return prepared by
- DAVIS MASCOLA
Mission
SUPPORT CHARITABLE CAUSES
Program accomplishments
- AWARDS TO INDIVIDUALS & NONPROFIT ORGANIZATIONS FOR EDUCATIONAL, CHARITABLE, SCIENTIFIC, LITERARY, DEVELOPMENT 25 CLIENTS SERVEDExpenses $84,979 · grants $77,101
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
- 22-2979408
- 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
- 1989
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T50Z)
- Assets (IRS master file)
- $1,619,883
- Income (IRS master file)
- $316,106
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $101,241 | $87,429 | $1,619,883 | XML |
| 990 | June 2024 | $109,497 | $64,836 | $1,554,098 | XML |
| 990 | June 2023 | $108,850 | $79,237 | $1,372,221 | IRS |
| 990 | June 2022 | $115,207 | $64,213 | $1,300,194 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 22-2979408).
Questions about WALLINGFORD FOUNDATION SPONSORED BY THE ROTARY CLUB OF WALLINGFORD
- What is the EIN of WALLINGFORD FOUNDATION SPONSORED BY THE ROTARY CLUB OF WALLINGFORD?
- The employer identification number (EIN) of WALLINGFORD FOUNDATION SPONSORED BY THE ROTARY CLUB OF WALLINGFORD is 22-2979408.
- Is WALLINGFORD FOUNDATION SPONSORED BY THE ROTARY CLUB OF WALLINGFORD tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to WALLINGFORD FOUNDATION SPONSORED BY THE ROTARY CLUB OF WALLINGFORD tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WALLINGFORD FOUNDATION SPONSORED BY THE ROTARY CLUB OF WALLINGFORD 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 WALLINGFORD FOUNDATION SPONSORED BY THE ROTARY CLUB OF WALLINGFORD 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 WALLINGFORD FOUNDATION SPONSORED BY THE ROTARY CLUB OF WALLINGFORD 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 WALLINGFORD FOUNDATION SPONSORED BY THE ROTARY CLUB OF WALLINGFORD?
- The 990 for the year ended June 30, 2025 names KEVIN O'ROURKE.
- Who are the officers and directors of WALLINGFORD FOUNDATION SPONSORED BY THE ROTARY CLUB OF WALLINGFORD?
- The 990 for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does WALLINGFORD FOUNDATION SPONSORED BY THE ROTARY CLUB OF WALLINGFORD have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $101,241, expenses of $87,429 and total assets of $1,619,883 at year end.
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