2026-02-04T19:49:47-06:00 2025-06-30 061253566 WALTER J MCKEEVER & COMPANY LLC PO BOX 5147 15 VALLEY DRIVE GREENWICH CT 06831 990 2024-07-01 066068805 STAMFORD ROTARY TRUST FUND STAM 2033271313 PO BOX 8180 STAMFORD CT 06905 ALLAN LANG TREASURER 2033271313 2026-02-04 1 1 DENISE C DORIA P01283182 2036228625 X 2024 2025-03-06 01:10:19Z MATTHEW STENDARDI PO BOX 8180 STAMFORD CT 06905 809158 0 X WWW.STAMFORDROTARYTRUSTFUND.ORG X 1962 CT EDUCATIONAL SCHOLARSHIPS AND CHARITABLE CONTRIBUTIONS 5 5 0 6 0 0 556153 699141 0 0 46130 66627 0 0 602283 765768 118000 471333 0 0 0 0 0 0 0 50768 59031 168768 530364 433515 235404 1850740 2237646 0 0 1850740 2237646 EDUCATIONAL SCHOLARSHIPS AND CHARITABLE CONTRIBUTIONS 0 0 113672 110000 EDUCATIONAL SCHOLARSHIPS FOR GRADUATING SENIORS WHO ARE RESIDENTS OF STAMFORD, STUDENT AWARDS, AND THE ADMINISTRATION OF THIS PROGRAM. 371808 361333 CONTRIBUTIONS TO ORGANIZATIONS AND PROJECTS THAT EXCLUSIVELY SUPPORT EDUCATIONAL, CHARITABLE, SCIENTIFIC AND LITERARY PURPOSES THAT SERVE THE COMMUNITIES OF STAMFORD, GREENWICH, DARIEN AND NEW CANAAN, CONNECTICUT. THESE CONTRIBUTIONS FALL INTO THREE CATEGORIES: 1) COMMUNITY GRANTS, 2) COMMUNITY/DISTRICT PROJECTS, AND 3) INTERNATIONAL/GLOBAL PROJECTS. PROGRAM EXPENSES ALSO INCLUDES THE ADMINISTRATION OF THIS PROGRAM. 15489 PROGRAMS AND PROJECTS SUPPORTED AND ADMINISTERED BY THE ROTARY TRUST FUND THAT SUPPORT CHARITABLE AND EDUCATIONAL PURPOSES INCLUDING THE DICTIONARY PROJECT (PROVIDING DICTIONARIES TO STUDENTS IN THE STAMFORD SCHOOL SYSTEM) AND OPERATION WARM/WINTER COATS. 500969 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 X WALTER J MCKEEVER & CO LLC CPA 2036228625 15 VALLEY DRIVE GREENWICH CT 06831 X MATTHEW STENDARDI TRUSTEE, CHAIRPERSON 1.00 X 0 0 0 ALICE KNAPP TRUSTEE 0.50 X 0 0 0 CHRISTOPHER FARRUGIO TRUSTEE 0.50 X 0 0 0 ALEXANDRE NANCE SANTOS TRUSTEE 0.50 X 0 0 0 WILLIAM TONE TRUSTEE 0.50 X 0 0 0 ALLAN LANG TREASURER 0.50 X 0 0 0 0 0 0 0 0 0 0 0 699141 699141 60170 60170 49847 43390 6457 6457 6457 765768 0 0 66627 361333 361333 110000 110000 9930 9930 16894 16894 196 196 1604 1604 DISTRICT/GLOBAL/COMMUNI 10475 10475 OPERATION WARM/WINTER C 10294 10294 DICTIONARY PROJECT 5195 5195 AWARDS LUNCHEON 3472 3472 971 200 771 530364 500969 29395 0 11936 103608 613562 92809 1225242 2041229 1850740 2237646 0 0 X 1850740 2227646 10000 1850740 2237646 1850740 2237646 235404 151502 0 X 0 1 X 0 0 X 545957 643419 640193 556153 699141 3084863 545957 643419 640193 556153 699141 3084863 3084863 11931 19383 29431 43112 60170 164027 3248890 0.94950 0.96020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 EXCHANGE TRADED FUNDS - FIXED 739220 F EXCHANGE TRADED FUNDS - EQUITY 1076969 F EXCHANGE TRADED FUNDS - INTERNATIONAL 225040 F 2041229 X 900376 151502 151502 748874 16894 16894 765768 513470 0 513470 16894 16894 530364 PART X, LINE 2: THE ROTARY TRUST IS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 509(A)(1) AND 170(B)(1)(A) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. AS OF JUNE 30, 2025, THE ROTARY TRUST HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ROTARY TRUST IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. FEDERAL INFORMATION RETURNS ARE SUBJECT TO EXAMINATION FOR A PERIOD OF THREE YEARS FROM THE FILING DATE OF THE RETURN; RETURNS FOR TAX YEAR ENDING 06/30/2023-06/30/2025 REMAIN OPEN. 1 BARTLETT ARBORETUM ASSOCIATION INC 151 BROOKDALE ROAD STAMFORD CT 06903 066079591 501C3 0 1250 SUPPORT WORK TO CULTIVATE AND DEVELOP A DIVERSE COLLECTION OF TREES, GARDENS AND PLANTS FOR ALL TO EXPLORE, ENJOY AND STUDY; AND TO PROVIDE THROUGH EDUCATION AND STEWARDSHIP, A GREENER, HEALTHIER, MORE BEAUTIFUL ENVIRONMENT STARFISH CONNECTION INC 1127 HIGH RIDGE ROAD STAMFORD CT 06905 262410124 501C3 0 1500 PROVIDE LONG-TERM MENTORING, AFTER-SCHOOL AND SUMMER ENRICHMENT PROGRAMS, AND EDUCATIONAL SUPPORT TO PROMISING STUDENTS FROM STAMFORD'S LOW INCOME AND POORLY EDUCATED FAMILIES TO ADDRESS THE ACADEMIC ACHIEVEMENT GAP STAMFORD PUBLIC EDUCATION FOUNDATION INC 177 BROAD STREET 3RD FLOOR STAMFORD CT 06901 061462359 501C3 0 1500 ELEVATE STUDENT SUCCESS BY DELIVERING EDUCATIONAL PROGRAMS AND SOLUTIONS THAT PROMOTE EQUITABLE ACCESS TO QUALITY PUBLIC EDUCATION IN STAMFORD PERSON TO PERSON INC 1864 POST ROAD DARIEN CT 06820 061422248 501C3 0 1500 SUPPORT ASSISTANCE FOR BASIC NEEDS TO INDIVIDUALS AND FAMILIES TO OVERCOME DAILY CHALLENGES AND ACCESS TO RESOURCES TO IMPROVE THEIR LIVES THE MAYOR'S YOUTH EMPLOYMENT PROGRAM 888 WASHINGTON BLVD STAMFORD CT 06901 061506924 501C3 0 500 SUPPORT YOUTH DEVELOPMENT VIA EMPLOYMENT ORCHESTRA LUMOS INC 263 TRESSER BLVD STAMFORD CT 06901 066100039 501C3 0 2500 BUILD A LIFELONG APPRECIATION AND ENJOYMENT OF CLASSICAL MUSIC AMONG ALL POPULATIONS OF STAMFORD AND ACROSS FAIRFIELD COUNTY, CT STAMFORD MUSEUM AND NATURE CENTER INC 39 SCOFIELDTOWN ROAD STAMFORD CT 06903 060653148 501C3 0 1250 DEDICATED TO THE PRESERVATION AND INTERPRETAION OF ART, THE NATURAL AND AGRICULTURAL SCIENCES AND HISTORY. MUSEUM IS A VITAL CULTURAL AND EDUCATIONAL RESOURCE FOR THE COMMUNITY UNITED JEWISH FEDERATION OF STAMFORD 2009 SUMMER STREET SUITE 301 STAMFORD CT 06905 060923384 501C3 0 2500 BUILD AND SAFEGUARD OUR JEWISH COMMUNITY AND STRENGTHEN OUR CONNECTIONS TO ISRAEL AND GLOBAL JEWRY BY CONVENING AND MOBILIZING OUR COMMUNITY TO INVEST IN JEWISH LIFE FOR TODAY AND FUTURE GENERATIONS THE FERGUSON LIBRARY 1 PUBLIC LIBRARY PLAZA STAMFORD CT 06904 060646528 501C3 0 1500 PROVIDE FREE AND EQUAL ACCESS TO INFORMATION, IDEAS, BOOKS AND TECHNOLOGY TO EDUCATE AND ENRICH THE STAMFORD COMMUNITY THE TINY MIRACLES FOUNDATION 1540 POST ROAD DARIEN CT 068205940 412125069 501C3 0 2500 HERITAGE OF HELPING PRETERM BABIES AND THEIR FAMILIES CLOTHES TO KIDS OF FAIRFIELD COUNTY INC 90 FAIRFIELD AVENUE STAMFORD CT 06902 474706495 501C3 0 1500 PROVIDE GENTLY USED & NEW CLOTHING, NEW SOCKS, NEW UNDERWEAR AND NEW SNEAKERS TO KIDS (K-12TH GRADE) ON FREE AND REDUCED PRICE SCHOOL LUNCH PROGRAM OR IN CRISIS, ATTENDING SCHOOL IN FAIRFIELD COUNTY, IN A STORE SETTING, TWICE A YEAR, FOR FREE SILVER SOURCE INC 1100 SUMMER STREET FLR 2 STAMFORD CT 069055515 991895904 501C3 0 2500 ASSISTANCE TO PROVIDE A SAFETY NET TO OLDER ADULTS, TO KEEP A ROOF OVER THEIR HEADS, WITH THE HEAT AND LIGHTS ON, FOOD ON THE TABLE AND THE MEDICAL CARE THEY NEED CONNECTICUT BALLET INC 20 ACOSTA STREET STAMFORD CT 06902 061039302 501C3 0 1500 SUPPORT THE PRESENTATION OF PROFESSIONAL BALLET THROUGHOUT CONNECTICUT AND THE PROVISION OF EDUCATIONAL DANCE PROGRAMS TO MAINSTREAM AND AT-RISK YOUTH IROSA CARES INC 51 HUBBARD AVENUE STAMFORD CT 06905 990479630 501C3 0 500 SUPPORT THE EMPOWERMENT OF YOUTH, ESPECIALLY BLACK AND BROWN YOUTH IN FAIRFIELD COUNTY, CT, THROUGH VOLUNTEERISM AND EDUCATION, FOSTERING DIVERSE COMMUNIT CONNECTIONS FOUNDATION OF HOPE INC PO BOX 605 GREENWICH CT 06830 475005931 501C3 0 1500 SUPPORT COLLABORATION WITH CHARITABLE ORGANIZATIONS TO RAISE LOCAL AWARENESS OF SOCIAL ISSUES, ECOLOGICAL JUSTICE, DISASTER RELIEF, MEDICAL ASSISTANCE AND HUMANITARIAN AID WITH PARTICULAR ATTENETION TO CHILDREN AND EDUCATION CONNECTICUT PUBLIC BROADCASTING INC 1049 ASYLUM AVENUE HARTFORD CT 06105 060758938 501C3 0 2500 SUPPORT ACTIVITIES TO INFORM, EDUCATE AND INSPIRE THE PEOPLE OF CONNECTICUT, CONNECTING AND EMPOWERING THEM THROUGH OUTSTANDING JOURNALISM, STORYTELLING, EDUCATION AND EXPERIENCES, TO MAKE CONNECTICUT A MORE EXTRAORDINARY PLACE TO LIVE, WORK AND PLAY MOTHERS FOR OTHERS INC 139 EAST PUTNAM AVE ROOM 219 GREENWICH CT 06830 814585971 501C3 0 1500 SUPPORT THE WELL-BEING OF LOW AND LIMITED INCOME FAMILIES BY PROVIDING FREE DIAPERS FOR CHILDREN FROM BIRTH TO 3 YEARS OLD PACIFIC HOUSE INC PO BOX 1252 STAMFORD CT 06901 061144355 501C3 0 333333 SUPPORT DEVELOPMENT AND CONSTRUCTION OF A NEW PERMANENT SUPPORTIVE HOUSING DEVELOPMENT FOR 18 FAMILIES AND 21 AT-RISK OR FORMERLY HOMELESS INDIVIDUALS. THE DEVELOPMENT WILL ALSO INCLUDE OFFICE SPACE FOR THE ORGANIZATION'S NEW HEADQUARTERS. 18 EDUCATION SCHOLARSHIPS FOR GRADUATING SENIORS 11 110000 PART I, LINE 2: APPLICATION & REQUIRED SUPPORTING INFORMATION DETAILS WHO THE AGENCY/ORGANIZATION REQUESTING A GRANT IS, THEIR HISTORY, COMMUNITY/POPULATION THEY SERVE, PROGRAM/ACTIVITY DESCRIPTIONS ALONG WITH THE INTENDED PURPOSE AND USE OF FUNDS REQUESTED. IF THE RECIPIENT OF A GRANT RECEIVES MORE THAN $2,500, FOLLOW UP/PROGRESS REPORTS ARE REQUIRED TO BE SUBMITTED TO STAMFORD ROTARY TRUST FUND 6 MONTHS AFTER THE RECEIPT OF FUNDS. SCHOLARSHIP APPLICATIONS DETAIL WHERE THE POTENTIAL RECIPIENT WILL USE THE SCHOLARSHIP SO THE SELECTION OF RECIPIENTS INCLUDES KNOWLEDGE OF USE IN THE UNITED STATES. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B 990 IS REVIEWED BY THE CHAIRMAN AND/OR TREASURER BEFORE FILING; A FULL COPY OF THE 990 IS MADE AVAILABLE TO ALL TRUSTEES FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING AND POLICY DOCUMENTS AVAILABLE UPON REQUEST ROTARY INTERNATIONAL STAMFORD PO BOX 8026 STAMFORD CT 06905 066047075 CT 501 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0