Lima Rotary Foundation

Public charity · Grantmaker Lima, OH EIN: 34-6573296

To make cash grants for educational, charitable, and benevolent purposes.

Key facts about Lima Rotary Foundation

In short: Lima Rotary Foundation gave $106K across 2 grants in 2025 (avg $53K), mostly in Ohio. Source: 2025 IRS Form 990.

EIN
34-6573296
Latest 990 filing
Form 990, 2025
Annual giving (2025)
$106,400
Grants made (2025)
2
Average grant
$53,200
Median grant
$53,200
Total assets
$919,484
Primary geography
Ohio (94% of itemized 2025 grant dollars)

Data from IRS Form 990, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990 · View filing

Total Assets

$919K

+18.8% YoY

Annual Giving

$106K

-61.1% YoY

Grant Count

2

+100.0% YoY

Avg Grant Size

$53K

-80.5% YoY

How Lima Rotary Foundation gives

  • Giving fell 88% from 2022 to 2025. Method

From the foundation's IRS Form 990 filings. Methodology.

About Lima Rotary Foundation

Based on IRS filings

Lima Rotary Foundation is a public charity, based in Lima, OH. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $919K in total assets. In 2025, it awarded 2 grants totaling $106K. Net investment income was $33K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 2 itemized 2025 grant dollars.

States

Cities

Lima

Giving Over Time

Total grant dollars and number of grants per year

$0$250K$500K$750K$1MTotal only20192 grants20211 grants20222 grants20231 grants20242 grants2025

From 2019 to 2025, annual grant giving ranged from $17K (2021) to $911K (2022). In 2025 it made 2 grants totaling $106K.

Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

City of Lima: $100KCity of Lima$100KTrinity United Methodist: $6KTrinity United Methodist$6K

The largest 2025 recipient was City of Lima ($100K). Together the top 2 received $106K.

Grant Size Distribution

8 grants across all recorded years

4<$50K$50–100K2$100–250K1$250–500K1$500K–1M$1–5M$5M+

The most common grant size was under $50K: 4 grants of 8 (50%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
City of Lima Lima, OHAmphitheater$100,000
Trinity United Methodist —$6,400

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$500K$1M$1.5M201920212022202320242025
Metric202520242023
Total Assets$919,484$773,930$754,670
Revenue$290,204$338,940$350,763
Expenses$171,458$338,763$323,563
Net Investment Income$33,004$26,248$24,779

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2019 (received by the IRS January 29, 2020)
  2. Updated Form 990 for fiscal year 2021 (received by the IRS October 29, 2021)
  3. Updated Form 990 for fiscal year 2022 (received by the IRS November 3, 2022)
  4. Updated Form 990 for fiscal year 2023 (received by the IRS October 25, 2023)
  5. Updated Form 990 for fiscal year 2024 (received by the IRS October 30, 2024)
  6. Added Form 990 for fiscal year 2025 (received by the IRS April 28, 2026)

Leadership & Key People

Officers and directors from IRS filings

Lima Rotary Foundation is led by Berlin Carroll, President since 2024 (on filings since 2023); none of the 12 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Berlin Carroll

    President

    Trustee → President, 2024

    On filings since 2023

    1 hr/week

    No compensation reported

  • Scott Cockerell

    Board Member

    Secretary → Board Member, 2025

    On filings since 2021

    1 hr/week

    $750 (2021) → $0 (2025)

  • Abe Ambroza

    Board Member

    Trustee → Board Member, 2025

    On filings since 2021

    1 hr/week

    No compensation reported

  • John Payne

    Board Member

    Trustee → Board Member, 2025

    On filings since 2023

    1 hr/week

    No compensation reported

  • Troy Elwer

    Vice President

    Trustee → Vice President, 2025

    On filings since 2023

    1 hr/week

    No compensation reported

  • Ann Welly

    Treasurer

    On filings since 2024

    3 hrs/week

    No compensation reported

  • Jodi Addis

    Secretary

    On filings since 2024

    2 hrs/week

    No compensation reported

  • Julie Klingler

    Board Member

    Trustee → Board Member, 2025

    On filings since 2024

    1 hr/week

    No compensation reported

  • Michael Sarno

    Board Member

    Trustee → Board Member, 2025

    On filings since 2024

    1 hr/week

    No compensation reported

  • Sam Bassitt

    Board Member

    Trustee → Board Member, 2025

    On filings since 2024

    1 hr/week

    No compensation reported

  • David Trinko

    Board Member

    New on the 2025 filing

    1 hr/week

    No compensation reported

  • Josh Unterbrink

    Board Member

    New on the 2025 filing

    1 hr/week

    No compensation reported

Former officers (24)
  • Former: Sue Fifer (2023–2024) — Secretary
  • Former: Jared T. Walsh (2019–2023) — Treasurer
  • Former: Corey Frazer (2021–2023) — Trustee
  • Former: Jennifer Mason (2021–2023) — Trustee
  • Former: Russell Decker (2021–2023) — Trustee
  • Former: Chris Hardesty (2023) — Trustee
  • Former: Craig Kupferberg (2023) — Trustee
  • Former: Todd Benz (2023) — Trustee
  • Former: Lesley Fry (2019–2022) — Ex-Officio
  • Former: Adah Ellerbrock (2021–2022) — Trustee
  • Former: Adam Stolly (2021–2022) — Trustee
  • Former: Demi Burden (2021–2022) — Trustee
  • Former: Mike Powell (2021–2022) — Trustee
  • Former: Andy Wannemacher (2019) — Trustee
  • Former: Beth Seibert (2019) — Trustee
  • Former: Drew Fields (2019) — Trustee
  • Former: Elizabeth Brown (2019) — Trustee
  • Former: Heather Rutz (2019) — Secretary
  • Former: Jay Begg (2019) — Trustee
  • Former: Jeff Fitzgerald (2019) — Past President
  • Former: Jeff Unterbrink (2019) — Trustee
  • Former: Joe Watson (2019) — Trustee
  • Former: Linda Hamilton (2019) — Trustee
  • Former: Tracie Sanchez (2019) — Ex-Officio M

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2024 IRS filing

Sue Fifer — Secretary: $1KSue FiferSecretary$1K

The highest reported compensation on the 2024 filing was $1K, to Sue Fifer (Secretary).

Frequently asked questions about Lima Rotary Foundation

How much does Lima Rotary Foundation give each year?

Lima Rotary Foundation gave $106K across 2 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $273K across 1 grant.

How large is Lima Rotary Foundation?

Lima Rotary Foundation reported $919K in total assets on its 2025 IRS Form 990. Its revenue that year was $290K.

Where does Lima Rotary Foundation operate?

Lima Rotary Foundation has awarded grants in Ohio.

What is Lima Rotary Foundation's EIN?

Lima Rotary Foundation's EIN (Employer Identification Number) is 34-6573296. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990 filings.

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