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Van Wert Rotary Foundation Trust

Tax-deductible

Van Wert, OH501(c)(3) EIN 34-6895960Revenue $103K in FY2025

On file with the IRS14132 Middle Point Rd, 45891-9764 · Van Wert, OHTax-exempt since Oct 1988Publicly supported charity — 170(b)(1)(A)(vi)

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To provide resources to meet charitable, scientific, literary or educational needs within the ideals of Rotary.

501(c)(3) charity; gifts are tax-deductible.
99¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $15K a year · 30% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
99%
of spending
Looks good: 99% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
45 mo
of spending, in cash
Looks good: 44.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $16K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 7 voting members
Concern: none of 7 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$103K
+489% vs prior year
Spent
$49K
To programs
99%
Net assets
$183K
By yearFY2021–FY2025
Revenue
$103K
FY2025▲ +489%
Tap a bar for its year
Revenue by fiscal year
FY2021$44K
FY2022$9K
FY2023$78K
FY2024$18K
FY2025$103K
Expenses
$49K
FY2025▲ +26%
Tap a bar for its year
Expenses by fiscal year
FY2021$24K
FY2022$37K
FY2023$27K
FY2024$39K
FY2025$49K
Net assets
$183K
FY2025▲ +42%
Tap a bar for its year
Net assets by fiscal year
FY2021$135K
FY2022$100K
FY2023$151K
FY2024$129K
FY2025$183K

From the FY2025 Form 990 (year ending June 2025) · see the original

990 PDF Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Oct 1988.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

99 cents of each dollar spent went to programs.

Program services 99% · $48K Management & general 1% · $681

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

7 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
$0Pt VII · Sec A
Ben Cowan
Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A
Adam Ries
Vice Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
Terra Bonifas
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
See Van Wert Rotary Foundation Trust executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Supports charitable, scientific, literary, and educational needs within Rotary's ideals.

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Provided by the organization

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2 programs · $48K · in their own filed words · FY2024
01

Provide scholarships to be used for college to local high school graduates.

$32Kprogram expense
02

Local community service for youth educational, civic, and recreational activities.

$17Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
The Van Wert County FoundationFY2024$16K
Total grants receivedfrom 1 funder$16K
Grants paid · 10 grants · $152K · 2020–2024
Unitemized GrantFY2024$24,500
VariousFY2024$16,751
Unitemized GrantFY2023$19,000
VariousFY2023$9,256
Unitemized GrantFY2022$16,000
VariousFY2022$9,376
Unitemized GrantFY2021$22,000
VariousFY2021$11,982
Unitemized GrantFY2020$15,000
VariousFY2020$8,385

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$103K
Ln 12
Gifts and grantsLn 1h$69K
Investment incomeLn 3$32K
Other incomeLn 4–11$3K
Money outPt IX
$49K
Ln 25
Programscol B$48K
Managementcol C$681
Owns and owesPt X
$183K
net assets · Ln 32
Cash and savingsLn 1–2$183K
Total assetsLn 16$183K
LiabilitiesLn 26$0
PeoplePt VI, VII
7
listed · VII A
PaidVII A0
Voting boardVI 1a7
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$69K
Investment incomeLn 3$32K
Other incomeLn 4–11$3K
Total revenueLn 12$103K
Assets in detailPt X, end of year
CashLn 1$78K
SavingsLn 2$105K
Cash and savings togetherLn 1–2$183K
Total assetsLn 16$183K
LiabilitiesLn 26$0
Net assetsLn 32$183K
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$129K$183K
Total assetsLn 16$129K$183K
LiabilitiesLn 26$0$0
Net assetsLn 32$129K$183K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$17K$17K
Grants to domestic individualsLn 2$24K$24K
Accounting feesLn 11c$550$550
Office expensesLn 13$131$131
Other expenses (24a–d)Ln 24$7K$7K
Total functional expensesLn 25$49K$48K$681$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $103K$49K$54K$183K 990 PDF
FY2024 $18K$39K−$22K$129K 990 PDF
FY2023 $78K$27K$50K$151K 990 PDF
FY2022 $9K$37K−$28K$100K 990 PDF
FY2021 $44K$24K$21K$135K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $103,240 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $2,957$68,869
I-9 Program service revenue$0
I-10 Investment incomePrior year $1,374$31,750
I-11 Other revenuePrior year $13,207$2,621
I-12 Total revenuePrior year $17,538$103,240
I-13 Grants and similar amounts paidPrior year $28,256$41,251
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $10,818$7,859
I-18 Total expensesPrior year $39,074$49,110
I-19 Revenue less expensesPrior year −$21,536$54,130
Part VI · Governance 0 of 7 board members independent, 3 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members0
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $103,240 across 5 lines filed
VIII-1f All other contributions, gifts and grants$68,869
VIII-1h Total contributions, gifts and grants$68,869
VIII-3 Investment incomeRelated to mission $6 · Excluded from tax $31,744$31,750
VIII-8 Net income from fundraising eventsExcluded from tax $2,621$2,621
VIII-12 Total revenueRelated to mission $6 · Excluded from tax $34,365$103,240
Part IX · Statement of functional expenses $49,110 across 5 lines filed
IX-1 Grants to domestic organizationsPrograms $16,751$16,751
IX-2 Grants to domestic individualsPrograms $24,500$24,500
IX-11c Accounting feesManagement $550$550
IX-13 Office expensesManagement $131$131
IX-24 Other expenses (24a–d)Programs $7,178$7,178
IX-25 Total functional expensesPrograms $48,429 · Management $681 · Fundraising $0$49,110
Part X · Balance sheet $183,370 assets, 6 lines filed
X-1 Cash, non-interest-bearingStart of year $55,608$77,993
X-2 Savings and temporary cash investmentsStart of year $73,632$105,377
X-16 Total assetsStart of year $129,240$183,370
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $129,240$183,370
X-33 Total liabilities and net assetsStart of year $129,240$183,370
Part XI · Reconciliation of net assets $183,370 net assets at year end
XI-1 Total revenue$103,240
XI-2 Total expenses$49,110
XI-3 Revenue less expenses$54,130
XI-4 Net assets at start of year$129,240
XI-10 Net assets at end of year$183,370

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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