Nonprofit · EIN 93-6031284
PORTLAND ROTARY CHARITABLE TRUST
Tax-exempt · PORTLAND, OR 97228
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $653,357 | $386,434 | $266,923 | $5,130,255 | $93,806 | $5,036,449 |
| June 30, 2024 | 990 | $375,664 | $332,002 | $43,662 | $4,559,803 | $78,733 | $4,481,070 |
| June 30, 2023 | 990 | $297,214 | $366,461 | -$69,247 | $4,328,386 | $129,434 | $4,198,952 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $472,800
- Program service revenue
- $0
- Investment income
- $180,557
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $316,864
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $339,042
- Management and general (functional)
- $47,392
Balance sheet and other
- Total assets, start of year
- $4,559,803
- Total assets, end of year
- $5,130,255
- Total liabilities, end of year
- $93,806
- Net assets, end of year
- $5,036,449
- Publicly traded securities
- $4,462,774
- Net assets without donor restrictions
- $5,036,449
- Gross receipts
- $653,357
- Employees
- 0
- Volunteers
- 20
- Year formed
- 1949
- State of legal domicile
- OR
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 |
|---|---|---|---|
| KATHERINE KENNEDY | President Trustee or director, Officer | 1 | $0 |
| MIKE LESTER | Past President Trustee or director, Officer | 1 | $0 |
| BARB FISHER | President Elect Trustee or director, Officer | 1 | $0 |
| RICH FERGUSON | Secretary Trustee or director, Officer | 1 | $0 |
| JANA COLE | Club Liaison Trustee or director | 1 | $0 |
| LAURA FOLEY | Club Liaison Trustee or director | 1 | $0 |
| BRIAN THOMAS | Trustee Trustee or director | 1 | $0 |
| MIKE ARTHUR | Trustee Trustee or director | 1 | $0 |
| TARA HENDISON | Trustee Trustee or director | 1 | $0 |
| PHIL YIEN | Trustee Trustee or director | 1 | $0 |
| SUZANNE RAETHER | Trustee Trustee or director | 1 | $0 |
| JENN HARBICK | Trustee Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MIKE LESTER | President Trustee or director, Officer | 1 | $0 |
| BRIAN DAZEY | Past President Trustee or director, Officer | 1 | $0 |
| CURTIS SHIREY | CLUB LIAISON Trustee or director, Officer | 1 | $0 |
| KATHERINE KENNEDY | Trustee Trustee or director | 1 | $0 |
| BRIAN THOMAS | Trustee Trustee or director | 1 | $0 |
| BARB FISHER | Trustee Trustee or director | 1 | $0 |
| RICH FERGUSON | Trustee Trustee or director | 1 | $0 |
| MIKE ARTHUR | Trustee Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN DAZEY | President Trustee or director, Officer | 1 | $0 |
| MIKE LESTER | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| KATHERINE KENNEDY | Secretary Trustee or director, Officer | 1 | $0 |
| MAGGIE BOLGER | Immed Past Pres Trustee or director, Officer | 1 | $0 |
| KIM CASH | Trustee Trustee or director | 1 | $0 |
| ROBERT KRAFT | Trustee Trustee or director | 1 | $0 |
| BRIAN THOMAS | Trustee Trustee or director | 1 | $0 |
| BARB FISHER | Trustee Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 28106, PORTLAND, OR 97228-8106
- Principal officer (990 for 2024)
- BARBARA FISHER
- Signed the 990
- MARIA MORAN, FINANCE ADMIN.
- Phone
- (503) 228-1542
- Return prepared by
- KERN & THOMPSON LLC
Mission
THE PORTLAND ROTARY CHARITABLE TRUST IS THE ENTITY BY WHICH THE ROTARY CLUB OF PORTLAND CARRIES OUT ITS PHILANTHROPIC ACTIVITIES IN BOTH THE LOCAL AND WORLD COMMUNITIES SERVICING PRIMARILY THE NEEDS OF YOUTH.
Program accomplishments
- COMMUNITY GRANTS PROGRAM PROVIDES FUNDS FOR DISBURSEMENT TO COMMUNITY ORGANIZATIONS THAT HAVE REQUESTED DONATIONS AND MEET THE ROTARY CLUB OF PORTLAND, OREGON ESTABLISHED CRITERIA.Expenses $115,310 · grants $60,310
- MISCELLANEOUS PROGRAMS PROVIDE FUNDS THAT ARE USED TO SUPPORT DOMESTIC VIOLENCE SOLUTIONS, ENTERPRISE ACADEMY, HOMELESSNESS SOLUTIONS, PEACE BUILDERS COMMITTEE, AND ROTARY YOUTH LEADERSHIP AWARDS (RYLA).Expenses $87,560 · grants $87,560
- WHEELS OF POWER PROGRAM PROVIDES FUNDS FOR DISBURSEMENT TO MOBILITY-CHALLENGED INDUVIDUALS AND ORGANIZATIONS THAT SUPPORT THEM.Expenses $75,579 · grants $75,579
- INTERNATIONAL COMMUNITY SERVICE PROJECTS PROGRAM PROVIDES FUNDS THAT ARE USED IN HUMANITARIAN PROJECTS IN PARTNERSHIP WITH OTHER CLUBS ABROAD.Expenses $38,415 · grants $38,415
- YOUTH PROGRAMS BENEFIT YOUTH AND SPONSOR CAMPERSHIPS AND YOUTH EXCHANGE ACTIVITIES.Expenses $22,178
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
- 93-6031284
- 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
- 1951
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S80Z)
- Assets (IRS master file)
- $5,130,255
- Income (IRS master file)
- $653,357
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $653,357 | $386,434 | $5,130,255 | IRS |
| 990 | June 2024 | $375,664 | $332,002 | $4,559,803 | IRS |
| 990 | June 2023 | $297,214 | $366,461 | $4,328,386 | XML |
| 990 | June 2022 | $235,975 | $327,165 | $4,171,645 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | 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 93-6031284).
Questions about PORTLAND ROTARY CHARITABLE TRUST
- What is the EIN of PORTLAND ROTARY CHARITABLE TRUST?
- The employer identification number (EIN) of PORTLAND ROTARY CHARITABLE TRUST is 93-6031284.
- Is PORTLAND ROTARY CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1951.
- Are donations to PORTLAND ROTARY CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PORTLAND ROTARY CHARITABLE TRUST 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 PORTLAND ROTARY CHARITABLE TRUST 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 PORTLAND ROTARY CHARITABLE TRUST 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 PORTLAND ROTARY CHARITABLE TRUST?
- The 990 for the year ended June 30, 2025 names BARBARA FISHER.
- Who are the officers and directors of PORTLAND ROTARY CHARITABLE TRUST?
- The 990 for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does PORTLAND ROTARY CHARITABLE TRUST have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $653,357, expenses of $386,434 and total assets of $5,130,255 at year end.
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