Nonprofit · EIN 88-2867997
SUMTER ROTARY CLUB SCHOLARSHIP FUND
Tax-exempt · SUMTER, SC 29150
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $624,538 | $19,076 | $605,462 | $798,094 | $0 | $798,094 |
| June 30, 2024 | 990 | $147,959 | $211 | $147,748 | $192,632 | $0 | $192,632 |
| June 30, 2023 | 990-EZ | $44,930 | $46 | $44,884 | $44,884 | – | $44,884 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $597,065
- Program service revenue
- $0
- Investment income
- $27,473
- Net gain from sales of assets
- $773
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $18,200
- Management and general (functional)
- $876
Balance sheet and other
- Total assets, start of year
- $192,632
- Total assets, end of year
- $798,094
- Total liabilities, end of year
- $0
- Net assets, end of year
- $798,094
- Publicly traded securities
- $791,096
- Net assets without donor restrictions
- $798,094
- Gross receipts
- $624,538
- Employees
- 0
- Year formed
- 2022
- State of legal domicile
- SC
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 |
|---|---|---|---|
| CLIFF GOODWIN | PRESIDENT Trustee or director, Officer | – | $0 |
| CHRIS LEE | BOARD MEMBER Trustee or director, Officer | – | $0 |
| SHELLY LUNDBERG | TREASURER Trustee or director, Officer | – | $0 |
| ANGUS MCDUFFIE | VICE PRESIDE Trustee or director, Officer | – | $0 |
| BILL PRICE | BOARD MEMBER Trustee or director, Officer | – | $0 |
| BARRY REYNOLDS | BOARD MEMBER Trustee or director, Officer | – | $0 |
990 for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CLIFF GOODWIN | PRESIDENT Trustee or director, Officer | – | $0 |
| SHELLY LUNDBERG | TREASURER Trustee or director, Officer | – | $0 |
| ANGUS MCDUFFIE | VICE PRESIDE Trustee or director, Officer | – | $0 |
990-EZ for the year ended June 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHELLY LUNDBERG | TREASURER | 1 | $0 |
| ANGUS MCDUFFIE | VICE PRESIDE | 1 | $0 |
| CLIFF GOODWIN | PRESIDENT | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 27 PATHFINDER DR, SUMTER, SC 29150-3135
- In care of
- % CLIFF GOODWIN
- Mailing address (990-N for 2021)
- 27 Pathfinder Drive, Sumter SC 29150
- Principal officer (990 for 2024)
- CLIFF GOODWIN, 27 PATHFINDER DRIVE, SUMTER, SC 29150
- Principal officer (990-N for 2021)
- Cliff Goodwin, 27 Pathfinder Drive, Sumter SC 29150
- Signed the 990
- SHELLY LUNDBERG, TREASURER
- Phone
- (803) 469-7300
- Return prepared by
- SHELLY A LUNDBERG CPA
Mission
TO PROVIDE EDUCATIONAL SCHOLARSHIPS TO QUALIFIED STUDENTS FOR POST- SECONDARY EDUCATION.
Program accomplishments
- TO PROVIDE EDUCATIONAL SCHOLARSHIPS TO QUALIFIED STUDENTS FOR POST- SECONDARY EDUCATION.Expenses $18,200
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
- 88-2867997
- 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
- 2022
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $798,094
- Income (IRS master file)
- $624,538
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $624,538 | $19,076 | $798,094 | IRS |
| 990 | June 2024 | $147,959 | $211 | $192,632 | XML |
| 990-EZ | June 2023 | $44,930 | $46 | $44,884 | XML |
| 990-N for 2021 Officer: Cliff Goodwin | June 30, 2022 | ≤ $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 88-2867997).
Questions about SUMTER ROTARY CLUB SCHOLARSHIP FUND
- What is the EIN of SUMTER ROTARY CLUB SCHOLARSHIP FUND?
- The employer identification number (EIN) of SUMTER ROTARY CLUB SCHOLARSHIP FUND is 88-2867997.
- Is SUMTER ROTARY CLUB SCHOLARSHIP FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to SUMTER ROTARY CLUB SCHOLARSHIP FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SUMTER ROTARY CLUB SCHOLARSHIP FUND 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 SUMTER ROTARY CLUB SCHOLARSHIP FUND 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 SUMTER ROTARY CLUB SCHOLARSHIP FUND 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 SUMTER ROTARY CLUB SCHOLARSHIP FUND?
- The 990 for the year ended June 30, 2025 names CLIFF GOODWIN.
- Who are the officers and directors of SUMTER ROTARY CLUB SCHOLARSHIP FUND?
- The 990 for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does SUMTER ROTARY CLUB SCHOLARSHIP FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $624,538, expenses of $19,076 and total assets of $798,094 at year end.
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