Nonprofit · EIN 27-2799454
PLYMOUTH ROTARY CHARITABLE FUND INC
Tax-exempt · PLYMOUTH, MA 02362
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $71,737 | $55,530 | $16,207 | $231,351 | $3,900 | $227,451 |
| June 30, 2024 | 990-EZ | $79,492 | $65,341 | $14,151 | $215,244 | $4,000 | $211,244 |
| June 30, 2023 | 990-EZ | $70,832 | $46,866 | $23,966 | $201,093 | $4,000 | $197,093 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $64,111
- Investment income
- $7,626
Expenses
- Grants and similar amounts paid
- $52,983
- Compensation of officers, directors and key employees
- $0
- Other expenses
- $2,547
- Program services (functional)
- $42,983
Balance sheet and other
- Total assets, start of year
- $215,244
- Total assets, end of year
- $231,351
- Total liabilities, end of year
- $3,900
- Net assets, end of year
- $227,451
- Cash, savings and investments
- $231,351
- Gross receipts
- $89,497
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 |
|---|---|---|---|
| Jeffrey Cohen | President | 3 | $0 |
| Donna Ouellette | Treasurer | 3 | $0 |
| Peter Beltran | Secretary | 3 | $0 |
| Darin Fabrizio | Director | 1 | $0 |
| Jeffrey Metcalfe | Director | 1 | $0 |
| Andrew Carter | Director | 1 | $0 |
| Lawrence H Delafield | Director | 1 | $0 |
| James E Milch | Director | 1 | $0 |
990-EZ for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Alice Graham Lague | President | 3 | $0 |
| Donna Ouellette | Treasurer | 3 | $0 |
| Peter Beltran | Secretary | 3 | $0 |
| Darin Fabrizio | Director | 1 | $0 |
| Jeffrey Metcalfe | Director | 1 | $0 |
| Andrew Carter | Director | 1 | $0 |
| Lawrence H Delafield | Director | 1 | $0 |
| Monte Kramer | Director | 1 | $0 |
990-EZ for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| James E Milch | President | 10 | $0 |
| Donna Ouellette | Treasurer | 10 | $0 |
| Peter Beltran | Secretary | 10 | $0 |
| Darin Fabrizio | Director | 5 | $0 |
| Jeffrey Metcalfe | Director | 5 | $0 |
| Lawrence H Delafield | Director | 5 | $0 |
| Mary Valachovic | Director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 927, PLYMOUTH, MA 02362-0927
- In care of
- % PETER BELTRAN
- Signed the 990-EZ
- Donna Ouellette, Treasurer
- Phone
- (508) 830-0007
- Return prepared by
- Cozby & Company LLC
Mission
Raise funds to provide grants to local organizations and scholarships in support of our exempt purpose.
Program accomplishments
- Raise funds to provide grants to local organizations and scholarships in support of our exempt purpose.Expenses $42,983
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
- 27-2799454
- 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
- 2010
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B12)
- Assets (IRS master file)
- $231,351
- Income (IRS master file)
- $89,497
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $71,737 | $55,530 | $231,351 | IRS |
| 990-EZ | June 2024 | $79,492 | $65,341 | $215,244 | IRS |
| 990-EZ | June 2023 | $70,832 | $46,866 | $201,093 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | 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 27-2799454).
Questions about PLYMOUTH ROTARY CHARITABLE FUND INC
- What is the EIN of PLYMOUTH ROTARY CHARITABLE FUND INC?
- The employer identification number (EIN) of PLYMOUTH ROTARY CHARITABLE FUND INC is 27-2799454.
- Is PLYMOUTH ROTARY CHARITABLE FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to PLYMOUTH ROTARY CHARITABLE FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PLYMOUTH ROTARY CHARITABLE FUND 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 PLYMOUTH ROTARY CHARITABLE FUND 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 PLYMOUTH ROTARY CHARITABLE FUND 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 are the officers and directors of PLYMOUTH ROTARY CHARITABLE FUND INC?
- The 990-EZ for the year ended June 30, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does PLYMOUTH ROTARY CHARITABLE FUND INC have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $71,737, expenses of $55,530 and total assets of $231,351 at year end.
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