Nonprofit · EIN 75-3018720
CHARITABLE FOUNDATION OF THE ROTARY CLUB OF BLUE BELL
Tax-exempt · BLUE BELL, PA 19422
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $65,731 | $114,876 | -$49,145 | $89,408 | $0 | $89,408 |
| June 30, 2024 | 990-EZ | $112,044 | $87,117 | $24,927 | $138,553 | $0 | $138,553 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $81,279
- Net income from fundraising events
- -$15,548
Expenses
- Grants and similar amounts paid
- $102,025
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $193
- Other expenses
- $12,658
- Program services (functional)
- $102,025
Balance sheet and other
- Total assets, start of year
- $138,553
- Total assets, end of year
- $89,408
- Total liabilities, end of year
- $0
- Net assets, end of year
- $89,408
- Cash, savings and investments
- $89,408
- Gross receipts
- $103,779
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 |
|---|---|---|---|
| WENDY AXELROD | PRESIDENT | 20 | $0 |
| MARY VILA | PRESIDENT-ELECT | 5 | $0 |
| EVAN FINEMAN | TREASURER | 6 | $0 |
| BOB BROCKWAY | SECRETARY | 2 | $0 |
| ANDY JOHANSON | BOARD MEMBER | 1 | $0 |
| PETER JONES | BOARD MEMBER | 1 | $0 |
| LEILANI KATZ | BOARD MEMBER | 1 | $0 |
| TEAL MERCER | BOARD MEMBER | 1 | $0 |
| MINDI VOGEL | BOARD MEMBER | 1 | $0 |
990-EZ for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FERNAND AGOU | SERGEANT-AT-ARMS | 0.5 | $0 |
| ANDY JOHANSON | BOARD MEMBER | 3 | $0 |
| LEILANI KATZ | BOARD MEMBER | 2 | $0 |
| KAREN KESSLER | BOARD MEMBER | 0.5 | $0 |
| PETER JONES | PRESIDENT | 10 | $0 |
| WENDY AXELROD | PRESIDENT-ELECT | 6 | $0 |
| EVAN FINEMAN | TREASURER | 6 | $0 |
| MARY VILA | SECRETARY | 5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1011, BLUE BELL, PA 19422-0258
- In care of
- % LISA MILLER
- Mailing address (990-N for 2011)
- PO Box 1011, Blue Bell PA 19422
- Principal officer (990-N for 2011)
- Tom Wynn, PO Box 1011, Blue Bell PA 19422
- Signed the 990-EZ
- EVAN FINEMAN, TREASURER
- Phone
- (610) 897-1790
- Website
- www.bluebellrotary.org
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
RAISING AND DISTRIBUTING FUNDS FOR CHARITABLE PURPOSES
Program accomplishments
- CONTRIBUTIONS TO LOCAL CHARITABLE ORGANIZATIONSExpenses $80,750 · grants $80,750
- CONTRIBUTIONS TO INTERNATIONAL CAUSESExpenses $10,755 · grants $10,755
- CONTRIBUTIONS TO VOCATIONAL SERVICES CAUSESExpenses $10,520 · grants $10,520
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
- 75-3018720
- 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
- 2003
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $89,408
- Income (IRS master file)
- $103,779
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $65,731 | $114,876 | $89,408 | IRS |
| 990-EZ | June 2024 | $112,044 | $87,117 | $138,553 | IRS |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | IRS |
| 990-N for 2011 Officer: Tom Wynn | 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 75-3018720).
Questions about CHARITABLE FOUNDATION OF THE ROTARY CLUB OF BLUE BELL
- What is the EIN of CHARITABLE FOUNDATION OF THE ROTARY CLUB OF BLUE BELL?
- The employer identification number (EIN) of CHARITABLE FOUNDATION OF THE ROTARY CLUB OF BLUE BELL is 75-3018720.
- Is CHARITABLE FOUNDATION OF THE ROTARY CLUB OF BLUE BELL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to CHARITABLE FOUNDATION OF THE ROTARY CLUB OF BLUE BELL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CHARITABLE FOUNDATION OF THE ROTARY CLUB OF BLUE BELL 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 CHARITABLE FOUNDATION OF THE ROTARY CLUB OF BLUE BELL 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 CHARITABLE FOUNDATION OF THE ROTARY CLUB OF BLUE BELL 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 CHARITABLE FOUNDATION OF THE ROTARY CLUB OF BLUE BELL?
- The 990-N for 2011 names Tom Wynn.
- Who are the officers and directors of CHARITABLE FOUNDATION OF THE ROTARY CLUB OF BLUE BELL?
- The 990-EZ for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does CHARITABLE FOUNDATION OF THE ROTARY CLUB OF BLUE BELL have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $65,731, expenses of $114,876 and total assets of $89,408 at year end.
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All nonprofits in BLUE BELL · Pennsylvania · Philanthropy, voluntarism and grantmaking foundations