Nonprofit · EIN 54-1859847
ROTARY CLUB OF WILLIAMSBURG FOUNDATION INC
Tax-exempt · WILLIAMSBURG, VA 23185
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $72,377 | $68,661 | $3,716 | $330,307 | $0 | $330,307 |
| June 30, 2024 | 990 | $67,265 | $70,166 | -$2,901 | $326,591 | $0 | $326,591 |
| June 30, 2023 | 990 | $48,782 | $56,295 | -$7,513 | $351,992 | $22,500 | $329,492 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $46,769
- Program service revenue
- $0
- Investment income
- $27,206
- Net gain from sales of assets
- $20,803
- Net income from fundraising events
- -$1,598
- Other revenue
- -$1,598
Expenses
- Grants and similar amounts paid
- $62,564
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $3,172
- Program services (functional)
- $62,564
- Management and general (functional)
- $6,097
Balance sheet and other
- Total assets, start of year
- $326,591
- Total assets, end of year
- $330,307
- Total liabilities, end of year
- $0
- Net assets, end of year
- $330,307
- Publicly traded securities
- $310,019
- Net assets without donor restrictions
- $330,307
- Gross receipts
- $161,795
- Employees
- 0
- Volunteers
- 5
- Year formed
- 1997
- State of legal domicile
- VA
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 |
|---|---|---|---|
| JAMES MILES | PRESIDENT Officer | 5 | $0 |
| DAVID JOLLEY | TREASURER Officer | 5 | $0 |
| MICHAEL BRENNAN | EX OFFICIO Trustee or director | 2 | $0 |
| JOHN MOORE | MEMBER Trustee or director | 2 | $0 |
| BRINGIER MCCONNELL | MEMBER Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES MILES | PRESIDENT Officer | – | $0 |
| DAVID JOLLEY | TREASURER Officer | – | $0 |
| MICHAEL BRENNAN | EX OFFICIO Trustee or director | – | $0 |
| JOHN MOORE | MEMBER Trustee or director | – | $0 |
| BRINGIER MCCONNELL | MEMBER Trustee or director | – | $0 |
990 for the year ended June 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES MILES | PRESIDENT Officer | 5 | $0 |
| DAVID JOLLEY | TREASURER Officer | 5 | $0 |
| MICHAEL BRENNAN | EX OFFICIO Trustee or director | 2 | $0 |
| JOHN MOORE | MEMBER Trustee or director | 2 | $0 |
| BRINGIER MCCONNELL | MEMBER Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1209 JAMESTOWN RD, WILLIAMSBURG, VA 23185-3377
- In care of
- % MOSS AND RIGGS PLLC
- Mailing address (990-N for 2016)
- 1209 JAMESTOWN ROAD, WILLIAMSBURG VA 23185
- Principal officer (990 for 2024)
- DAVID JOLLEY, 1209 JAMESTOWN ROAD, WILLIAMSBUERG, VA 23185
- Principal officer (990-N for 2016)
- JOHN B HEWETT, 1209 JAMESTOWN ROAD, WILLIAMSBURG VA 23185
- Signed the 990
- DAVID JOLLEY, TREASURER
- Phone
- (847) 508-5379
- Website
- WWW.WILLIAMSBURGROTARY.ORG
- Return prepared by
- MOSS & RIGGS PLLC
Mission
THE ROTARY CLUB OF WILLIAMSBURG FOUNDATION RECEIVES AND DISTRIBUTES ALLOCATED FUNDS TO LOCAL QUALIFIED NON-PROFIT ORGANIZATIONS (OR SCHOLARSHIPS TO EDUCATIONAL INSTITUTIONS FOR INDIVIDUALS). THE WORD "LOCAL" IS DEFINED AS SUPPORTING ORGANIZATIONS THAT DIRECTLY AFFECT RESIDENTS OF THE WILLIAMSBURG, VIRGINIA AREA.
Program accomplishments
- TO PROVIDE EDUCATIONAL SCHOLARSHIPS TO STUDENTS MATRICULATING AT COLLEGES AND UNIVERSITIES.Expenses $4,500 · grants $4,500
- TO PROVIDE CONTRIBUTIONS TO A VARIETY OF LOCAL NON-PROFIT ORGANIZATIONS DEDICATED TO THE ENRICHMENT OF THE COMMUNITY.Expenses $58,064 · grants $58,064
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
- 54-1859847
- 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
- 1998
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T31)
- Assets (IRS master file)
- $330,307
- Income (IRS master file)
- $161,795
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $72,377 | $68,661 | $330,307 | IRS |
| 990 | June 2024 | $67,265 | $70,166 | $326,591 | IRS |
| 990 | June 2023 | $48,782 | $56,295 | $351,992 | XML |
| 990 | June 2022 | $101,463 | $60,918 | $337,005 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
| 990-N for 2016 Officer: JOHN B HEWETT | 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 54-1859847).
Questions about ROTARY CLUB OF WILLIAMSBURG FOUNDATION INC
- What is the EIN of ROTARY CLUB OF WILLIAMSBURG FOUNDATION INC?
- The employer identification number (EIN) of ROTARY CLUB OF WILLIAMSBURG FOUNDATION INC is 54-1859847.
- Is ROTARY CLUB OF WILLIAMSBURG FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to ROTARY CLUB OF WILLIAMSBURG FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROTARY CLUB OF WILLIAMSBURG 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 ROTARY CLUB OF WILLIAMSBURG 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 ROTARY CLUB OF WILLIAMSBURG 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 is the principal officer of ROTARY CLUB OF WILLIAMSBURG FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names DAVID JOLLEY.
- Who are the officers and directors of ROTARY CLUB OF WILLIAMSBURG FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does ROTARY CLUB OF WILLIAMSBURG FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $72,377, expenses of $68,661 and total assets of $330,307 at year end.
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