Nonprofit · EIN 56-1826293
GARNER ROTARY CLUB TRUST FUND INC
Tax-exempt · GARNER, NC 27529
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $151,077 | $25,000 | $126,077 | $1,013,371 | $0 | $1,013,371 |
| June 30, 2024 | 990 | $35,525 | $25,000 | $10,525 | $813,972 | $0 | $813,972 |
| June 30, 2023 | 990 | $36,276 | $16,000 | $20,276 | $671,314 | $0 | $671,314 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $125,354
- Program service revenue
- $0
- Investment income
- $25,723
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $25,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $25,000
Balance sheet and other
- Total assets, start of year
- $813,972
- Total assets, end of year
- $1,013,371
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,013,371
- Publicly traded securities
- $1,010,260
- Gross receipts
- $232,714
- Employees
- 0
- Volunteers
- 30
- Year formed
- 1993
- State of legal domicile
- NC
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 |
|---|---|---|---|
| Brian Johnson | President Trustee or director, Officer | 4 | $0 |
| David Casteline | President Elect Trustee or director, Officer | 1 | $0 |
| Shawn Dickison | Secretary Trustee or director, Officer | 1 | $0 |
| Jonathan Adams | Treasurer Trustee or director, Officer | 1 | $0 |
| Josh Kelly | Sergeant at Arms Trustee or director, Officer | 1 | $0 |
990 for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Bruce Murray | President Trustee or director, Officer | 4 | $0 |
| Brian Johnson | President Elect Trustee or director, Officer | 1 | $0 |
| David Casteline | Secretary Trustee or director, Officer | 1 | $0 |
| Jonathan Adams | Treasurer Trustee or director, Officer | 1 | $0 |
| Shawn Dickison | Sergeant at Arms Trustee or director, Officer | 1 | $0 |
990 for the year ended June 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Stone Gulley | President Trustee or director, Officer | 4 | $0 |
| Bruce Murray | President Elect Trustee or director, Officer | 1 | $0 |
| Brian Johnson | Secretary Trustee or director, Officer | 1 | $0 |
| Jonathan Adams | Treasurer Trustee or director, Officer | 1 | $0 |
| David Castelline | Sergeant at Arms Trustee or director, Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 529, GARNER, NC 27529-0529
- In care of
- % JONATHAN D ADAMS
- Principal officer (990 for 2024)
- Jonathan D Adams, PO Box 529, Garner, NC 27529
- Signed the 990
- Jonathan D Adams, Treasurer
- Phone
- (919) 779-2020
Mission
To award scholarships to students in Wake County, NC who are eligible for admission to an accredited college, university, or technical school.
Program accomplishments
- To award scholarships to students in Wake County, NC that are eligible for admission to an accredited college, university or technical school. Recipients must be admitted to a post-high school educational institution described in Internal Revenue Code Section 170 (b)(1)(A)(ii), and demonstrate scholastic achievement. The scholarships are awarded without regard to race, creed, sex or national origin.Expenses $25,000 · grants $25,000
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
- 56-1826293
- 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
- 1993
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82Z)
- Assets (IRS master file)
- $1,013,371
- Income (IRS master file)
- $232,714
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $151,077 | $25,000 | $1,013,371 | IRS |
| 990 | June 2024 | $35,525 | $25,000 | $813,972 | XML |
| 990 | June 2023 | $36,276 | $16,000 | $671,314 | XML |
| 990 | June 2022 | $72,034 | $12,000 | $660,091 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 56-1826293).
Questions about GARNER ROTARY CLUB TRUST FUND INC
- What is the EIN of GARNER ROTARY CLUB TRUST FUND INC?
- The employer identification number (EIN) of GARNER ROTARY CLUB TRUST FUND INC is 56-1826293.
- Is GARNER ROTARY CLUB TRUST FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to GARNER ROTARY CLUB TRUST FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does GARNER ROTARY CLUB TRUST 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 GARNER ROTARY CLUB TRUST 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 GARNER ROTARY CLUB TRUST FUND 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 GARNER ROTARY CLUB TRUST FUND INC?
- The 990 for the year ended June 30, 2025 names Jonathan D Adams.
- Who are the officers and directors of GARNER ROTARY CLUB TRUST FUND INC?
- The 990 for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does GARNER ROTARY CLUB TRUST FUND INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $151,077, expenses of $25,000 and total assets of $1,013,371 at year end.
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