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Nonprofit · EIN 84-3539149

ROTARY CLUB OF LEXINGTON FOUNDATION

Tax-exempt · LEXINGTON, SC 29071

Financials

$65K$85K2022$66K$73K2023$67K$69K2024
Revenue Expenses · by fiscal year end
Financials of ROTARY CLUB OF LEXINGTON FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-EZ$66,603$68,864-$2,261$58,467$102,491-$44,024
June 30, 2024990-EZ$65,768$73,258-$7,490$63,642$105,406-$41,764
June 30, 2023990$64,967$85,179-$20,212$57,772$92,046-$34,274
Financial details: 990-EZ for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$12,800
Program service revenue
$53,803

Expenses

Grants and similar amounts paid
$41,000
Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$2,025
Other expenses
$25,839
Program services (functional)
$68,408

Balance sheet and other

Total assets, start of year
$63,642
Total assets, end of year
$58,467
Total liabilities, end of year
$102,491
Net assets, end of year
-$44,024
Cash, savings and investments
$40,417
Gross receipts
$66,603

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.

NameTitleHours / weekCompensation
WARREN HERNDONPRESIDENT2$0
JODY JERNIGANSECRETARY2$0
KRISTOPHER WHITLEYTREASURER2$0
ANN O'CAINVICE PRESIDE2$0
ALIA BOSTAJIBOARD MEMBER1$0
GUY SCHMOLTZEBOARD MEMBER1$0
TOM SCHLICTMONBOARD MEMBER1$0
BAXTER DONALDSONBOARD MEMBER1$0
BARRY RAINESBOARD MEMBER1$0
DON HARDIEBOARD MEMBER1$0
990-EZ for the year ended June 30, 2024: 8 people
NameTitleHours / weekCompensation
CHRIS BARNHILLPRESIDENT0$0
JODY JERNIGANSECRETARY0$0
BAXTER DONALDSONACTING TREAS0$0
TOM SCHLICTMANVICE PRESIDE0$0
ALIA BOSTAJIBOARD MEMBER0$0
GUY SCHMOLTZEBOARD MEMBER0$0
GREG DAVIDBOARD MEMBER0$0
JIM BARFIELDBOARD MEMBER0$0
990 for the year ended June 30, 2023: 4 people
NameTitleHours / weekCompensation
CHRIS BARNHILLCHAIR
Officer
1$0
ALIA BOSTAJIVICE PRESIDE
Officer
1$0
CRAIG CALDWELLTREASURER
Officer
1$0
GREG DAVIDSECRETARY
Officer
1$0

Address and contacts

Address (IRS master file)
PO BOX 106, LEXINGTON, SC 29071-0106
In care of
% ALLISON H FORD
Signed the 990-EZ
KRISTOPHER WHITLEY, TREASURER
Phone
(843) 933-2829
Return prepared by
BURKETT BURKETT & BURKETT CPAS PA

Mission

TO RAISE FUNDS AND GIVE TO WORTHY CAUSES AND STUDENT SCHOLARSHIPS

990-EZ for the year ended June 30, 2025

Program accomplishments

  • TO COLLECT DONATIONS AND ORGANIZE EVENTS TO RAISE MONEY TO GIVE TO WORTHY CAUSES AND PROVIDE STUDENT SCHOLARSHIPS
    Expenses $68,408 · grants $41,000

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

IRS record

EIN
84-3539149
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2019
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Environment (C12)
Assets (IRS master file)
$58,467
Income (IRS master file)
$66,603

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZJune 2025$66,603$68,864$58,467XML
990-EZJune 2024$65,768$73,258$63,642XML
990June 2023$64,967$85,179$57,772XML
990-EZJune 2022–––IRS
990-EZJune 2021–––IRS
990-EZJune 2020–––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 84-3539149).

Questions about ROTARY CLUB OF LEXINGTON FOUNDATION

What is the EIN of ROTARY CLUB OF LEXINGTON FOUNDATION?
The employer identification number (EIN) of ROTARY CLUB OF LEXINGTON FOUNDATION is 84-3539149.
Is ROTARY CLUB OF LEXINGTON FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
Are donations to ROTARY CLUB OF LEXINGTON FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does ROTARY CLUB OF LEXINGTON FOUNDATION 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 LEXINGTON FOUNDATION 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 LEXINGTON FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
Who are the officers and directors of ROTARY CLUB OF LEXINGTON FOUNDATION?
The 990-EZ for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
How much revenue does ROTARY CLUB OF LEXINGTON FOUNDATION have?
On its 990-EZ for the year ended June 30, 2025 it reported revenue of $66,603, expenses of $68,864 and total assets of $58,467 at year end.

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