Nonprofit · EIN 41-1814414
DULUTH HARBORTOWN ROTARY CHARITABLE FOUNDATION
Tax-exempt · DULUTH, MN 55802
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $99,181 | $70,000 | $29,181 | $364,822 | $10,585 | $354,237 |
| June 30, 2024 | 990-EZ | $99,081 | $79,000 | $20,081 | $332,061 | $45,589 | $286,472 |
| June 30, 2023 | 990-EZ | $16,813 | $17,560 | -$747 | $301,773 | $56,850 | $244,923 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $30,200
- Investment income
- $11,720
- Net income from fundraising events
- $57,261
Expenses
- Compensation of officers, directors and key employees
- $0
- Other expenses
- $70,000
- Program services (functional)
- $70,000
Balance sheet and other
- Total assets, start of year
- $332,062
- Total assets, end of year
- $364,822
- Total liabilities, end of year
- $10,585
- Net assets, end of year
- $354,237
- Cash, savings and investments
- $364,822
- Gross receipts
- $136,772
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 |
|---|---|---|---|
| SCOTT FISHER | PRESIDENT | 0 | $0 |
| JUHL HALVORSON | SECRETARY | 0 | $0 |
| GREG GOLDMAN | TREASURER | 0 | $0 |
| JINELL ABERNATHY | DIRECTOR | 0 | $0 |
| JEREMY JEANNETTE | DIRECTOR | 0 | $0 |
| JAMES WHEELER | DIRECTOR | 0 | $0 |
| CRAIG CARLSON | DIRECTOR | 0 | $0 |
| DANIEL HOLM | DIRECTOR | 0 | $0 |
| MARK FREDRICKSON | DIRECTOR | 0 | $0 |
990-EZ for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOTT FISHER | PRESIDENT | 0 | $0 |
| JUHL HALVORSON | SECRETARY | 0 | $0 |
| GREG GOLDMAN | TREASURER | 0 | $0 |
| JINELL ABERNATHY | DIRECTOR | 0 | $0 |
| JEREMY JEANNETTE | DIRECTOR | 0 | $0 |
| JAMES WHEELER | DIRECTOR | 0 | $0 |
| CRAIG CARLSON | DIRECTOR | 0 | $0 |
| DANIEL HOLM | DIRECTOR | 0 | $0 |
| MARK FREDRICKSON | DIRECTOR | 0 | $0 |
990-EZ for the year ended June 30, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SCOTT FISHER | PRESIDENT | 0 | $0 |
| JUHL HALVORSON | SECRETARY | 0 | $0 |
| GREG GOLDMAN | TREASURER | 0 | $0 |
| JINELL ABERNATHY | DIRECTOR | 0 | $0 |
| JEREMY JEANNETTE | DIRECTOR | 0 | $0 |
| JAMES WHEELER | DIRECTOR | 0 | $0 |
| CRAIG CARLSON | DIRECTOR | 0 | $0 |
| DANIEL HOLM | DIRECTOR | 0 | $0 |
| MARK FREDRICKSON | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 130 W SUPERIOR ST STE 926, DULUTH, MN 55802-4060
- In care of
- % GREG GOLDMAN
- Mailing address (990-N for 2016)
- 200 W FIRST ST, DULUTH MN 55802
- Principal officer (990-N for 2016)
- SCOTT FISHER, 200 W 1ST ST C/O HOLIDAY INN, DULUTH MN 55802
- Signed the 990-EZ
- GREG GOLDMAN, TREASURER
- Phone
- (218) 727-8030
- Return prepared by
- KOLQUIST SEITZ & GOLDMAN LLC
Mission
THE CORPORATION IS CREATED AND ORGANIZED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES INCLUDING, FOR SUCH PURPOSES: 1 - ESTABLISHING A SCHOLARSHIP FUND TO PROVIDE SCHOLARSHIPS AND EDUCATIONAL ASSISTANCE TO STUDENTS FROM HIGH SCHOOLS WITHIN THE CITIES OF DULUTH AND SILVER BAY, MINNESOTA, FOR PURPOSES OF POST-SECONDARY EDUCATION AND TECHNICAL TRAINING AT ACCREDITED INSTITUTIONS OF HIGHER LEARNING. 2 - PROVIDING FOR BASIC HUMAN NEEDS AND ASSISTING INDIVIDUALS AND COMMUNITIES IN NEED THROUGH VARIOUS FUNDING, VOLUNTEERING, AND SERVICE PROJECTS.
Program accomplishments
- DURING THE YEAR THE ORGANIZATION PROVIDED 12,000 IN SCHOLARSHIPS TO COMMUNITY MINDED DESERVING INDIVIDUALS.Expenses $12,000
- THE ORGANIZATION PROVIDED 4500 FOR INTERNATIONAL SERVICE PROJECTS.Expenses $4,500
- THE ORGANIZATION PROVIDED 53,500 FROM NET PROCEEDS FROM ITS ANNUAL BIKE DULUTH FESITVAL TO VARIOUS CHARITIES.Expenses $53,500
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
- 41-1814414
- 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
- 1995
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82Z)
- Assets (IRS master file)
- $364,822
- Income (IRS master file)
- $136,772
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $99,181 | $70,000 | $364,822 | XML |
| 990-EZ | June 2024 | $99,081 | $79,000 | $332,061 | IRS |
| 990-EZ | June 2023 | $16,813 | $17,560 | $301,773 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-N for 2016 Officer: SCOTT FISHER | June 30, 2017 | ≤ $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 41-1814414).
Questions about DULUTH HARBORTOWN ROTARY CHARITABLE FOUNDATION
- What is the EIN of DULUTH HARBORTOWN ROTARY CHARITABLE FOUNDATION?
- The employer identification number (EIN) of DULUTH HARBORTOWN ROTARY CHARITABLE FOUNDATION is 41-1814414.
- Is DULUTH HARBORTOWN ROTARY CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to DULUTH HARBORTOWN ROTARY CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does DULUTH HARBORTOWN ROTARY CHARITABLE FOUNDATION 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 DULUTH HARBORTOWN ROTARY CHARITABLE FOUNDATION 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 DULUTH HARBORTOWN ROTARY CHARITABLE FOUNDATION 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 DULUTH HARBORTOWN ROTARY CHARITABLE FOUNDATION?
- The 990-N for 2016 names SCOTT FISHER.
- Who are the officers and directors of DULUTH HARBORTOWN ROTARY CHARITABLE FOUNDATION?
- The 990-EZ for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does DULUTH HARBORTOWN ROTARY CHARITABLE FOUNDATION have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $99,181, expenses of $70,000 and total assets of $364,822 at year end.
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