Nonprofit · EIN 52-6040639
ROTARY FOUNDATION OF WASHINGTON DC
Also known as Somers Rotary Club
Tax-exempt · WASHINGTON, DC 20035
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $733,078 | $495,721 | $237,357 | $9,522,574 | $44,523 | $9,478,051 |
| June 30, 2024 | 990 | $287,028 | $499,434 | -$212,406 | $8,993,191 | $11,585 | $8,981,606 |
| June 30, 2023 | 990 | $326,313 | $462,325 | -$136,012 | $8,160,306 | $14,906 | $8,145,400 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $73,720
- Program service revenue
- $0
- Investment income
- $659,358
- Net gain from sales of assets
- $448,588
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $417,987
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $12,665
- Program services (functional)
- $417,987
- Management and general (functional)
- $77,734
Balance sheet and other
- Total assets, start of year
- $8,993,191
- Total assets, end of year
- $9,522,574
- Total liabilities, end of year
- $44,523
- Net assets, end of year
- $9,478,051
- Publicly traded securities
- $8,961,373
- Net assets without donor restrictions
- $7,058,537
- Net assets with donor restrictions
- $2,419,514
- Gross receipts
- $874,998
- Employees
- 0
- Volunteers
- 134
- Year formed
- 1922
- State of legal domicile
- DC
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 |
|---|---|---|---|
| Andy Cook | Director Trustee or director | 1 | $0 |
| Natalie Forrester | Director Trustee or director | 1 | $0 |
| Donnie Shaw | Director Trustee or director | 1 | $0 |
| Elise Egan | Secretary Trustee or director | 3 | $0 |
| Octavian Ionici | Director Trustee or director | 1 | $0 |
| Cynthia Schultz | Director Trustee or director | 1 | $0 |
| Bob Schott | Director Trustee or director | 1 | $0 |
| Howard Davis | Director Trustee or director | 3 | $0 |
| Tim Hanson | Director Trustee or director | 1 | $0 |
| Lisa Cohen | Director Trustee or director | 1 | $0 |
| Lynn Holec | Immediate Past President Trustee or director, Officer | 3 | $0 |
| Patrick Kavanaugh | Vice President Trustee or director, Officer | 1 | $0 |
| William Dent | Sergeant-at-Arms Trustee or director, Officer | 3 | $0 |
| Marilyn Nevy Cruz | President Trustee or director, Officer | 3 | $0 |
| Todd Miller | Treasurer Trustee or director, Officer | 3 | $0 |
990 for the year ended June 30, 2024: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Cynthia Schultz | Director Trustee or director | 1 | $0 |
| Octavian Ionici | Director Trustee or director | 1 | $0 |
| Marilyn Nevy Cruz | Director Trustee or director | 1 | $0 |
| Bob Schott | Director Trustee or director | 1 | $0 |
| Lisa Cohen | Director Trustee or director | 1 | $0 |
| Tim Hanson | Director Trustee or director | 1 | $0 |
| Mary Goldsmith | Director Trustee or director | 1 | $0 |
| Patrick Kavanaugh | Director Trustee or director | 1 | $0 |
| Jennifer Hara | Director Trustee or director | 1 | $0 |
| Steve Liston | Secretary Trustee or director, Officer | 3 | $0 |
| Lynn Holec | President Trustee or director, Officer | 3 | $0 |
| Lisa McCurdy | Immediate Past President Trustee or director, Officer | 3 | $0 |
| William Dent | Vice President Trustee or director, Officer | 1 | $0 |
| Linda Solomon | Treasurer Trustee or director, Officer | 3 | $0 |
| Gerry Murphy | Sergeant-at-Arms Trustee or director, Officer | 3 | $0 |
990 for the year ended June 30, 2023: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Cynthia Schultz | Director Trustee or director | 1 | $0 |
| Octavian Ionici | Director Trustee or director | 1 | $0 |
| Marilyn Nevy Cruz | Director Trustee or director | 1 | $0 |
| Lisa Cohen | Director Trustee or director | 1 | $0 |
| Bob Mann | Director Trustee or director | 1 | $0 |
| Irene Koerner | Director Trustee or director | 1 | $0 |
| Robert Johnson | Director Trustee or director | 1 | $0 |
| William Dent | Director Trustee or director | 1 | $0 |
| Jennifer Hara | Director Trustee or director | 1 | $0 |
| Steve Liston | Secretary Trustee or director, Officer | 3 | $0 |
| Lynn Holec | President Trustee or director, Officer | 3 | $0 |
| Lisa McCurdy | Immediate Past President Trustee or director, Officer | 3 | $0 |
| Patrick Kavanaugh | Sergeant-at-Arms Trustee or director, Officer | 3 | $0 |
| Linda Solomon | Treasurer Trustee or director, Officer | 3 | $0 |
| Nancy Riker | Vice President Trustee or director, Officer | 3 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 65484, WASHINGTON, DC 20035-5484
- In care of
- % TODD MILLER
- Principal officer (990 for 2024)
- Marilyn Nevy Cruz, PO Box 65484, Washington, DC 20035
- Signed the 990
- TODD MILLER, Treasurer
- Phone
- (202) 331-8686
- Website
- dcrotaryfoundation.org
- 990-N for 2011 filed under this EIN
- Most likely by a chapter, club or affiliate (it says receipts are normally $50,000 or less). Officer: Bertram Schwarz, PO Box 561, Somers NY 10589. Mailing address: PO Box 561, Somers NY 10589. Website: www.somersrotaryclub.org
- Return prepared by
- Mullins PC
Mission
See Schedule O.
Program accomplishments
- The Rotary Club of Washington, DC established the Rotary Foundation of Washington, DC in July 1922 to support the Clubs works of charity of every description. The Foundations three largest service accomplishments in FY 2024-2025 were: (1) $200,000 in Community Service Grants to 33 nonprofit entities in the Greater Washington Metropolitan Area; (2) $96,000 to the Boys and Girls Clubs of Greater Washington for capital expenses; and (3) $30,300 to various 501(c)(3) organizations for internation projects.Expenses $417,987 · grants $417,987
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
- 52-6040639
- 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
- 1937
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S800)
- Assets (IRS master file)
- $9,522,574
- Income (IRS master file)
- $874,998
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $733,078 | $495,721 | $9,522,574 | XML |
| 990 | June 2024 | $287,028 | $499,434 | $8,993,191 | IRS |
| 990 | June 2023 | $326,313 | $462,325 | $8,160,306 | XML |
| 990 | June 2022 | $302,793 | $438,789 | $7,680,655 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
| 990-N for 2011 Officer: Bertram Schwarz Filed under this EIN, most likely by a chapter or affiliate | June 30, 2012 | ≤ $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 52-6040639).
Questions about ROTARY FOUNDATION OF WASHINGTON DC
- What is the EIN of ROTARY FOUNDATION OF WASHINGTON DC?
- The employer identification number (EIN) of ROTARY FOUNDATION OF WASHINGTON DC is 52-6040639.
- Is ROTARY FOUNDATION OF WASHINGTON DC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1937.
- Are donations to ROTARY FOUNDATION OF WASHINGTON DC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROTARY FOUNDATION OF WASHINGTON DC 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 FOUNDATION OF WASHINGTON DC 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 FOUNDATION OF WASHINGTON DC 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 ROTARY FOUNDATION OF WASHINGTON DC?
- The 990 for the year ended June 30, 2025 names Marilyn Nevy Cruz.
- Who are the officers and directors of ROTARY FOUNDATION OF WASHINGTON DC?
- The 990 for the year ended June 30, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does ROTARY FOUNDATION OF WASHINGTON DC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $733,078, expenses of $495,721 and total assets of $9,522,574 at year end.
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All nonprofits in WASHINGTON · District of Columbia · Community improvement and capacity building