Joliet Rotary #78 Charitable Trust
Joliet Rotary #78 Charitable Trust is a public charity, based in Joliet, IL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $248K in total assets.
Joliet Rotary #78 Charitable Trust at a glance
- Total assets
- $248,228
- -4.1% vs 2024
- Revenue (2025)
- $65,758
- +14.3% vs 2024
- Expenses (2025)
- $93,489
- +710.7% vs 2024
- Latest 990 filing
- Form 990-EZ, 2025 View filing
Data from IRS Form 990-EZ, 2025; updated September 2026.
Who Joliet Rotary #78 Charitable Trust funds
How this funder distributes its grants
Grant Size Distribution
1 grant across all recorded years
The most common grant size was under $50K: 1 grant of 1 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
In 2023 it made 1 grant totaling $25K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Warren Sharp Community Center Joliet, IL | Raffle Tickt Prize Grant. Assistance to the Center. | $25,154 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $248,228 | $65,758 | $93,489 | — | — | — |
| 2024 | $258,928 | $57,549 | $11,532 | — | — | — |
| 2023 | $191,077 | $194,463 | $179,229 | $25,154 | 1 | $6,756 |
| 2022 | $167,171 | $50,208 | $43,356 | — | — | — |
| 2021 | $193,311 | $49,913 | $32,776 | — | — | — |
Leadership & Key People
Officers and directors from IRS filings
Joliet Rotary #78 Charitable Trust is led by Tracy Simons, President Nominee since 2025 (on filings since 2022); none of the 9 officers listed in 2025 report compensation.
Officers on the 2025 filing
Tracy Simons
President Nominee
Trustee → President Nominee, 2025
On filings since 2022
1 hr/week
No compensation reported
Megan Millen
President
Trustee → President, 2025
On filings since 2023
2 hrs/week
No compensation reported
Bradley McCann
Treasurer
Trustee → Treasurer, 2024
On filings since 2023
1 hr/week
No compensation reported
Jane Condon
Community Services
Trustee → Community Services, 2025
On filings since 2024
1 hr/week
No compensation reported
Jennifer Lynch
Secretary
On filings since 2024
1 hr/week
No compensation reported
John Spesia
President Elect
Trustee → President Elect, 2025
On filings since 2024
1 hr/week
No compensation reported
Mark Inserra
International Projects
Trustee → International Projects, 2025
On filings since 2024
1 hr/week
No compensation reported
Kayli Rizzo
Club Services
New on the 2025 filing
1 hr/week
No compensation reported
Paul Hopkins
Vocational Services
New on the 2025 filing
1 hr/week
No compensation reported
Former officers (12)
- Former: Diane Cepela (2021–2024) — President
- Former: Gloria Dollinger (2024) — Trustee
- Former: Lauren Las (2021–2023) — Secretary
- Former: Marc Gorsch (2021–2023) — Treasurer
- Former: Mary Kay Sheehan (2021–2023) — President
- Former: Amanda Quinn (2022–2023) — Trustee
- Former: Pete Colarelli (2023) — Trustee
- Former: Brad McCann (2021–2022) — Trustee
- Former: Brian Cedergren (2021–2022) — President
- Former: Nick Tyrell (2021–2022) — Trustee
- Former: Jim Watts (2021) — Trustee
- Former: Michelle Balog (2021) — President
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Joliet Rotary #78 Charitable Trust
How large is Joliet Rotary #78 Charitable Trust?
Joliet Rotary #78 Charitable Trust reported $248K in total assets on its 2025 IRS Form 990-EZ. Its revenue that year was $66K.
Where does Joliet Rotary #78 Charitable Trust operate?
Joliet Rotary #78 Charitable Trust has awarded grants in Illinois.
What is Joliet Rotary #78 Charitable Trust's EIN?
Joliet Rotary #78 Charitable Trust's EIN (Employer Identification Number) is 31-6657364. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(5)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-EZ for fiscal year 2021 (received by the IRS November 11, 2021)
- Updated Form 990-EZ for fiscal year 2022 (received by the IRS November 15, 2022)
- Updated Form 990 for fiscal year 2023 (received by the IRS May 15, 2024)
- Updated Form 990-EZ for fiscal year 2024 (received by the IRS February 25, 2025)
- Updated Form 990-EZ for fiscal year 2025 (received by the IRS February 19, 2026)
Live grants for the work Joliet Rotary #78 Charitable Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
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