Rotary Club of Marion Foundation
RAISE FUNDS FOR CHARITABLE, EDUCATIONAL AND SCIENTIFIC PURPOSES. PROMOTE AND SUPPORT THE EDUCATION, HEALTH, GENERAL WELFARE AND WELL-BEING OF COMMUNITIES AND SUPPORT OTHER ORGANIZATIONS THAT BENEFIT THOSE COMMUNITIES. SUPPORT THE AIMS OF ROTARY INTERNATIONAL AND THE ROTARY CLUB OF MARION NC.
Key facts about Rotary Club of Marion Foundation
- EIN
- 93-2554006
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $35,000
- Grants made (2025)
- 2
- Average grant
- $17,500
- Median grant
- $17,500
- Total assets
- $409,358
- Primary geography
- North Carolina (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Next steps with Rotary Club of Marion Foundation
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Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$409K
Annual Giving
$35K
Grant Count
2
Avg Grant Size
$18K
About Rotary Club of Marion Foundation
Based on IRS filings
Rotary Club of Marion Foundation is a nonprofit organization focused on Public, Societal Benefit, based in Marion, NC. IRS filing data is available from 2024 through 2025. As of 2025, the organization holds $409K in total assets. In 2025, it awarded 2 grants totaling $35K. Net investment income was $8K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 2 itemized 2025 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 |
|---|---|---|
| Total Assets | $409,358 | — |
| Revenue | $172,992 | $109,926 |
| Expenses | $53,950 | $74,920 |
| Qualifying Distributions | — | — |
| Net Investment Income | $7,785 | — |
| Distributable Amount | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-EZ for fiscal year 2024 (received by the IRS November 15, 2024)
- Added Form 990 for fiscal year 2025 (received by the IRS May 14, 2026)
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
Grant Size Distribution
2 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest recipients include McDowell County Emergency MGT ($20,000), McDowell Tech Comm College Foundati ($15,000).
| Recipient | Purpose | Amount |
|---|---|---|
| MCDOWELL COUNTY EMERGENCY MGT Marion, NC | DISASTER RELIEF | $20,000 |
| MCDOWELL TECH COMM COLLEGE FOUNDATI Marion, NC | STUDENT SCHOLARSHIPS | $15,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2025 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Richard Berlick | President/Ch | 2 | — |
| Carol Wolfenbarger | President/Ch | 0.25 | — |
| David Watson | V.president/ | 0.25 | — |
| Catherine Cosgrove | Secretary/Di | 1 | — |
| Walt Bagwell | Treasurer/Di | 1 | — |
| Sharon L Parker | Director | 0.25 | — |
| Nancy Spencer | Director | 0.25 | — |
| Betsy Watson | Director | 0.25 | — |
| Steve Bush | Director | 0.25 | — |
| Eugene Cross IV | Director | 0.25 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Rotary Club of Marion Foundation?
Rotary Club of Marion Foundation is a nonprofit organization focused on Public, Societal Benefit, based in Marion, NC. It holds $409K in total assets as of 2025.
How large is Rotary Club of Marion Foundation?
As of 2025, Rotary Club of Marion Foundation holds $409K in total assets with $173K in annual revenue. It awarded 2 grants totaling $35K in 2025.
Where does Rotary Club of Marion Foundation operate?
Rotary Club of Marion Foundation has awarded grants in North Carolina.
What size grants does Rotary Club of Marion Foundation award?
In 2025, Rotary Club of Marion Foundation awarded 2 grants totaling $35K — an average of about $18K per grant, based on its IRS Form 990 filings.
What is Rotary Club of Marion Foundation's EIN?
Rotary Club of Marion Foundation's EIN (Employer Identification Number) is 93-2554006. IRS Form 990 filing data is available on this page for 2024–2025.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.