FOUNDATION OF THE ROTARY CLUB OF MERCER ISLAND: Form 990EZ, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
FOUNDATION OF THE ROTARY CLUB OF MERCER ISLAND (EIN 91-1058004)
Tax period
2025-07-01 to 2026-06-30
Filed
2026-08-27
IRS object ID
202612399349200906
Schema version
2025v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-08-27T16:02:57-04:00ReturnTs
Tax Period End2026-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN911313035PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JOHN SCHERZO CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19 HOLLY LANEAddressLine1Txt
CityMERCER ISLANDCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98040ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2025-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN911058004EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FOUNDATION OF THE ROTARY CLUB OFBusinessNameLine1Txt
Business Name Line2MERCER ISLANDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlFOUNBusinessNameControlTxt
Phone2069157305PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1AddressLine1Txt
CityMERCER ISLANDCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98040ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWALTER BOOSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2069157305PhoneNum
Signature2026-08-27SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN A SCHERZOPreparerPersonNm
PTINP00064621PTIN
Phone2062362346PhoneNum
Preparation2026-08-27PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressMIROTARY.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$61,262GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$54,653ContributionsGiftsGrantsEtcAmt
Investment Income$6,609InvestmentIncomeAmt
Total Revenue$61,262TotalRevenueAmt
Grants And Similar Amounts Paid$45,650GrantsAndSimilarAmountsPaidAmt
Occupancy Rent Utlts And Maint$1,943OccupancyRentUtltsAndMaintAmt
Other Expenses Total$18,174OtherExpensesTotalAmt
Total Expenses$65,767TotalExpensesAmt
Excess Or Deficit For Year-$4,505ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$122,285NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$117,780NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$198,261BOYAmt
EOY$211,354EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$198,261BOYAmt
EOY$211,354EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$75,976BOYAmt
EOY$93,574EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$122,285BOYAmt
EOY$117,780EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeRAISE AND SOLICIT FUNDS FOR DISTRIBUTION TO 501C3 CHARITABLE ORGANIZATIONSPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)

Description Program Srvc AccomDescriptionProgramSrvcAccomTxtGrants And AllocationsGrantsAndAllocationsAmtForeign GrantsForeignGrantsIndProgram Service ExpensesProgramServiceExpensesAmt
RAISE AND SOLICIT FUNDS FOR DISTRIBUTION TO 501C3 CHARITABLE ORGANIZATIONS
ROTARY INERNATIONAL PAUL HARRIS FUND RESTRICTED
MEMBERS OTHER UNRESTICTED DONATIONS$45,650Yes (X)$45,650
FieldValueIRS element (for citing)
Total Program Service Expenses$45,650TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
WALTER BOOS
PRESIDENT10.00$0
STUART SCARFF
SECRETARY5.00$0
DAVID THOMPSON
TREASURER8.00$0
RICK NEWELL
DIRECTOR4.00$0
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not RptfalseChgMadeToOrgnzngDocNotRptInd
Organization Had UBIfalseOrganizationHadUBIInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Form1120 Pol FiledfalseForm1120PolFiledInd
Made Loans To From OfficersfalseMadeLoansToFromOfficersInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonDAVID THOMPSONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1AddressLine1Txt
CityMERCER ISLANDCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98040ZIPCd
FieldValueIRS element (for citing)
Phone2069157305PhoneNum
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccountInd
Foreign OfficefalseForeignOfficeInd
Donor Advised FndsfalseDonorAdvisedFndsInd
Operate HospitalfalseOperateHospitalInd
Tanning Services ProvidedfalseTanningServicesProvidedInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
School OperatingfalseSchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (true)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$28,516CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$25,321CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,958CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$37,366CurrentTaxYearMinus1YearAmt
Current Tax Year$54,653CurrentTaxYearAmt
Total$156,814TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$21,950CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,449CurrentTaxYearMinus2YearsAmt
Total$37,399TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$28,516CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$47,271CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$26,407CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$37,366CurrentTaxYearMinus1YearAmt
Current Tax Year$54,653CurrentTaxYearAmt
Total$194,213TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$194,213PublicSupportTotal509Amt

Post1975 UBTI Post1975UBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$149CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$807CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,460CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,062CurrentTaxYearMinus1YearAmt
Current Tax Year$6,609CurrentTaxYearAmt
Total$24,087TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$149CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$807CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,460CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,062CurrentTaxYearMinus1YearAmt
Current Tax Year$6,609CurrentTaxYearAmt
Total$24,087TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$28,665CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$48,078CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$32,867CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$47,428CurrentTaxYearMinus1YearAmt
Current Tax Year$61,262CurrentTaxYearAmt
Total$218,300TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.88970PublicSupportCY509Pct
Public Support PY5090.91830PublicSupportPY509Pct
Investment Income CY0.11000InvestmentIncomeCYPct
Investment Income PY0.08000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 10CLASS OF ACTIVITY: HUMANITARIAN CASH CONTRIBUTION: 6,500 RELATIONSHIP: NONE CASH CONTRIBUTION: 6,000
FORM 990-EZ, PART I, LINE 10NAME: ROTARY INT'L PAUL HARRIS ADDRESS: 14255 COLLECTION CENTER DRIVE CHICAGO, IL 60693 CASH CONTRIBUTION: 6,650 NAME: 14 COMM. GRANTS ALL LESS THAN 5,000 ADDRESS: PO BOX 1 MERCER ISLAND, WA 98040 CASH CONTRIBUTION: 21,500
FORM 990-EZ, PART I, LINE 16EXPENSES STORAGE 178 CONFERENCES/MEETINGS 455 FUNDRAISING EXPENES 16,499 PROCESSING FEES 84 FILING FEES 80 OFFICE SUPPLIES 878 TOTAL 18,174
FORM 990-EZ, PART II, LINE 26GRANTS PAYABLE 75,976 93,574
FORM 990-EZ, PART III, LINE 31MEMBERS OTHER UNRESTICTED DONATIONS

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