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Nonprofit · EIN 72-0820665

NEW ORLEANS ROTARY FUND INC

Tax-exempt · METAIRIE, LA 70002

Financials

$190K$44K2023$62K$49K2024
Revenue Expenses · by fiscal year end
Financials of NEW ORLEANS ROTARY FUND INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$62,314$48,852$13,462$1,096,188$0$1,096,188
June 30, 2024990$190,439$43,539$146,900$1,082,727$1$1,082,726
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$42,488
Program service revenue
$0
Investment income
$19,826
Net gain from sales of assets
$19,826
Other revenue
$0

Expenses

Grants and similar amounts paid
$24,303
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$45,303
Management and general (functional)
$3,549

Balance sheet and other

Total assets, start of year
$1,082,727
Total assets, end of year
$1,096,188
Total liabilities, end of year
$0
Net assets, end of year
$1,096,188
Publicly traded securities
$1,023,790
Net assets without donor restrictions
$1,096,188
Gross receipts
$62,314
Employees
0
State of legal domicile
LA

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.

NameTitleHours / weekCompensation
MARY BONFANTIPresident
Trustee or director, Officer
0$0
MICHAEL BOURGSecretary
Trustee or director, Officer
0$0
Robert MoraTreasurer
Trustee or director, Officer
0$0
PATRICIA MONJUPast-President
Trustee or director, Officer
0$0
990 for the year ended June 30, 2024: 4 people
NameTitleHours / weekCompensation
MARY BONFANTIPresident
Trustee or director, Officer
0$0
MICHAEL BOURGSecretary
Trustee or director, Officer
0$0
Robert MoraTreasurer
Trustee or director, Officer
0$0
PATRICIA MONJUPast-President
Trustee or director, Officer
0$0

Address and contacts

Address (IRS master file)
3445 N CAUSEWAY BLVD STE 300, METAIRIE, LA 70002-3719
Signed the 990
ROBERT J MORA, Treasurer
Phone
(504) 522-8708

Mission

DISTRIBUTIONS TO ENABLE CHARITABLE EXEMPT ORGANIZATIONS TO ACQUIRE CAPITAL ASSETS FOR USE IN CARRYING OUT THEIR EXEMPT PURPOSE

990 for the year ended June 30, 2025

Program accomplishments

  • DISTRIBUTIONS TO ENABLE CHARITABLE EXEMPT ORGANIZATIONS TO AQUIRE CAPITAL ASSETS FOR USE IN CARRYING OUT THEIR EXEMPT PURPOSE.
    Expenses $45,303

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
72-0820665
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
1978
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,096,188
Income (IRS master file)
$62,314

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$62,314$48,852$1,096,188XML
990June 2024$190,439$43,539$1,082,727XML
990June 2023$162,749$56,959$935,826IRS
990June 2022–––IRS
990June 2021–––IRS
990June 2020–––IRS
990June 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 72-0820665).

Questions about NEW ORLEANS ROTARY FUND INC

What is the EIN of NEW ORLEANS ROTARY FUND INC?
The employer identification number (EIN) of NEW ORLEANS ROTARY FUND INC is 72-0820665.
Is NEW ORLEANS ROTARY FUND INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
Are donations to NEW ORLEANS ROTARY FUND INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does NEW ORLEANS ROTARY 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 NEW ORLEANS ROTARY 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 NEW ORLEANS ROTARY 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 are the officers and directors of NEW ORLEANS ROTARY FUND INC?
The 990 for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does NEW ORLEANS ROTARY FUND INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $62,314, expenses of $48,852 and total assets of $1,096,188 at year end.

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