Massillon Rotary Foundation Trust

Massillon, OH
Tax-exempt since May 1989
EIN: 34-1604220

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Community Improvement, Capacity Building / Community Service Clubs (NTEE)

Donations to this organization are tax deductible.

Revenue

$228k (2024)

Expenses

$245k (2024)

Total Assets

$2.31M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$228,377

Expenses

$244,599

Net Income

-$16,222

Net Assets

$2,307,631

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$30,333	13.3%
Interest Revenue	$24,477	10.7%
Dividends	$74,248	32.5%
Sales of Assets	$99,319	43.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$217,986	89.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,307,631
Total Liabilities	$0
Net Assets	$2,307,631

Compensation

Key Employees and Officers	Compensation	Other
Marshall Weinberg (Trustee)	$0	$0
Joe Logan (Trustee)	$0	$0
Jeff Stoll (Trustee)	$0	$0
Jim Stanford (Trustee)	$0	$0
Chad Hartman (Treasurer)	$0	$0
Farmers Trust Co (Trustee)	$0	$0
Richard Regula (Trustee)	$0	$0
Daniel Swartz (Chairman)	$0	$0
Katherine Shultz (Trustee)	$0	$0
Matt Hull (Trustee)	$0	$0

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990-PF

Filed on Nov. 11, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$155,868

Expenses

$166,320

Net Income

-$10,452

Net Assets

$2,323,853

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$28,000	18.0%
Interest Revenue	$17,240	11.1%
Dividends	$52,177	33.5%
Sales of Assets	$3,625	2.3%
Other Income	$54,826	35.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$142,169	85.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,323,853
Total Liabilities	$0
Net Assets	$2,323,853

Compensation

Key Employees and Officers	Compensation	Other
Marshall Weinberg (Trustee)	$0	$0
Joe Logan (Trustee)	$0	$0
Jeff Stoll (Trustee)	$0	$0
Jim Stanford (Trustee)	$0	$0
Chad Hartman (Treasurer)	$0	$0
Farmers Trust Co (Trustee)	$0	$0
Richard Regula (Trustee)	$0	$0
Daniel Swartz (Chairman)	$0	$0
Keith Nutter (Trustee)	$0	$0
Matt Hull (Trustee)	$0	$0

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990-PF

Filed on Nov. 18, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2022

Revenue

$266,411

Expenses

$191,399

Net Income

$75,012

Net Assets

$2,334,489

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$152,632	57.3%
Interest Revenue	$10,141	3.8%
Dividends	$36,554	13.7%
Sales of Assets	$67,084	25.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$167,430	87.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,334,489
Total Liabilities	$0
Net Assets	$2,334,489

Compensation

Key Employees and Officers	Compensation	Other
Marshall Weinberg (Trustee)	$0	$0
Joe Logan (Trustee)	$0	$0
Jeff Stoll (Trustee)	$0	$0
Jim Stanford (Trustee)	$0	$0
Chad Hartman (Treasurer)	$0	$0
Farmers Trust Co (Trustee)	$0	$0
Richard Regula (Trustee)	$0	$0
Daniel Swartz (Chairman)	$0	$0
Keith Nutter (Trustee)	$0	$0
Matt Hull (Trustee)	$0	$0

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990-PF

Filed on Nov. 10, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$309,695

Expenses

$121,762

Net Income

$187,933

Net Assets

$2,264,187

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,542	1.5%
Dividends	$78,217	25.3%
Sales of Assets	$226,936	73.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$95,491	78.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,264,187
Total Liabilities	$0
Net Assets	$2,264,187

Compensation

Key Employees and Officers	Compensation	Other
Marshall Weinberg (Trustee)	$0	$0
Joe Logan (Chairman)	$0	$0
Dan Mcmasters (Trustee)	$0	$0
Jeff Walters (Trustee)	$0	$0
Wendy Blosser (Secretary)	$0	$0
Chad Hartman (Trustee)	$0	$0
Farmers Trust Co (Trustee)	$0	$0
Michelle Hartman (Trustee)	$0	$0
Daniel Swartz (Trustee)	$0	$0
Sherie Brown (Trustee)	$0	$0
Matt Hull (Trustee)	$0	$0

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990-PF

Filed on Nov. 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$119,616

Expenses

$169,397

Net Income

-$49,781

Net Assets

$2,075,523

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,900	2.4%
Dividends	$41,302	34.5%
Sales of Assets	$74,915	62.6%
Other Income	$499	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$147,803	87.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,075,524
Total Liabilities	$1
Net Assets	$2,075,523

Compensation

Key Employees and Officers	Compensation	Other
Marshall Weinberg (Treasurer)	$0	$0
Joe Logan (Chairman)	$0	$0
Dan Mcmasters (Trustee)	$0	$0
Jeff Walters (Trustee)	$0	$0
Wendy Blosser (Secretary)	$0	$0
Chad Hartman (Trustee)	$0	$0
Farmers Trust Co (Trustee)	$0	$0
Keith Nutter (Trustee)	$0	$0
Michelle Hartman (Trustee)	$0	$0
Daniel Swartz (Vice Chairman)	$0	$0
Sherie Brown (Trustee)	$0	$0
Matt Hull (Trustee)	$0	$0

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990-PF

Filed on Sept. 24, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$331,250

Expenses

$118,897

Net Income

$212,353

Net Assets

$2,128,804

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$101,000	30.5%
Interest Revenue	$5,613	1.7%
Dividends	$45,430	13.7%
Sales of Assets	$177,062	53.5%
Other Income	$2,145	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$94,844	79.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,128,805
Total Liabilities	$1
Net Assets	$2,128,804

Compensation

Key Employees and Officers	Compensation	Other
Marshall Weinberg (Treasurer)	$0	$0
Joe Logan (Chairman)	$0	$0
Dan Mcmasters (Trustee)	$0	$0
Jeff Walters (Trustee)	$0	$0
Wendy Blosser (Secretary)	$0	$0
Chad Hartman (Trustee)	$0	$0
Farmers Trust Co (Trustee)	$0	$0
Keith Nutter (Trustee)	$0	$0
Michelle Hartman (Trustee)	$0	$0
Daniel Swartz (Trustee)	$0	$0

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990-PF

Filed on Nov. 10, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$651,223

Expenses

$103,889

Net Income

$547,334

Net Assets

$1,924,948

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$395,681	60.8%
Interest Revenue	$2,469	0.4%
Dividends	$46,207	7.1%
Sales of Assets	$204,831	31.5%
Other Income	$2,035	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$75,472	72.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,924,948
Total Liabilities	$0
Net Assets	$1,924,948

Compensation

Key Employees and Officers	Compensation	Other
Marshall Weinberg (Treasurer)	$0	$0
Joe Logan (Chairman)	$0	$0
Dan Mcmasters (Trustee)	$0	$0
Jeff Walters (Trustee)	$0	$0
Wendy Blosser (Secretary)	$0	$0
Chad Hartman (Trustee)	$0	$0
Farmers Trust Co (Trustee)	$0	$0
Sherie Brown (Trustee)	$0	$0
Michelle Hartman (Trustee)	$0	$0
Daniel Swartz (Trustee)	$0	$0

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990-PF

Filed on Nov. 7, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$70,439

Expenses

$120,825

Net Income

-$50,386

Net Assets

$1,378,614

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,000	1.4%
Interest Revenue	$2,909	4.1%
Dividends	$42,970	61.0%
Sales of Assets	$23,560	33.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$87,500	72.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,378,614
Total Liabilities	$0
Net Assets	$1,378,614

Compensation

Key Employees and Officers	Compensation	Other
Marshall Weinberg (Trustee)	$0	$0
Joe Logan (Vice Chairman)	$0	$0
Dan Mcmasters (Treasurer)	$0	$0
Jeff Walters (Trustee)	$0	$0
Barbara Schumacher (Secretary)	$0	$0
Wendy Blosser (Chairman)	$0	$0
Chad Hartman (Trustee)	$0	$0
Dave Cottrill (Trustee)	$0	$0
Huntington National Bank (Trustee)	$0	$0
William Leffler (Trustee)	$0	$0
Sherie Brown (Trustee)	$0	$0

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990-PF

Filed on Nov. 9, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$64,906

Expenses

$81,972

Net Income

-$17,066

Net Assets

$1,429,000

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,495	3.8%
Dividends	$41,084	63.3%
Sales of Assets	$21,327	32.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$65,825	80.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,429,000
Total Liabilities	$0
Net Assets	$1,429,000

Compensation

Key Employees and Officers	Compensation	Other
Marshall Weinberg (Trustee)	$0	$0
Joe Logan (Vice Chairman)	$0	$0
Dan Mcmasters (Treasurer)	$0	$0
Jeff Walters (Trustee)	$0	$0
Barbara Schumacher (Secretary)	$0	$0
Wendy Blosser (Chairman)	$0	$0
Chad Hartman (Trustee)	$0	$0
Dave Cottrill (Trustee)	$0	$0
Huntington National Bank (Trustee)	$0	$0
Richard Regula (Trustee)	$0	$0
William Leffler (Trustee)	$0	$0

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990-PF

Filed on Nov. 13, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$29,160

Expenses

$86,357

Net Income

-$57,197

Net Assets

$1,446,066

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,359	8.1%
Dividends	$40,078	> 100%
Sales of Assets	-$13,277
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$71,543	82.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,446,066
Total Liabilities	$0
Net Assets	$1,446,066

Compensation

Key Employees and Officers	Compensation	Other
Marshall Weinberg (Trustee)	$0	$0
Joe Logan (Vice Chairman)	$0	$0
Dan Mcmasters (Treasurer)	$0	$0
Jeff Walters (Trustee)	$0	$0
Barbara Schumacher (Secretary)	$0	$0
Wendy Blosser (Chairman)	$0	$0
Chad Hartman (Trustee)	$0	$0
Dave Cottrill (Trustee)	$0	$0
Firstmerit Wealth Management Svcs (Trustee)	$0	$0
Richard Regula (Trustee)	$0	$0
Jay Bomze (Trustee)	$0	$0

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990-PF

Filed on Nov. 14, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$53,229

Expenses

$119,585

Net Income

-$66,356

Net Assets

$1,503,263

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$823	1.5%
Interest Revenue	$2,355	4.4%
Dividends	$47,078	88.4%
Sales of Assets	$2,973	5.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$103,463	86.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,503,263
Total Liabilities	$0
Net Assets	$1,503,263

Compensation

Key Employees and Officers	Compensation	Other
Marshall Weinberg (Trustee)	$0	$0
Joe Logan (Trustee)	$0	$0
Dan Mcmasters (Trustee)	$0	$0
Jeff Walters (Trustee)	$0	$0
Barbara Schumacher (Trustee)	$0	$0
Wendy Blosser (Trustee)	$0	$0
Jane Vassas (Trustee)	$0	$0
Dave Cottrill (Trustee)	$0	$0
Firstmerit Wealth Management Svcs (Trustee)	$0	$0
Jay Bomze (Trustee)	$0	$0
Robert Yund (Trustee)	$0	$0

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990-PF

Filed on Nov. 4, 2015

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Fiscal Year Ending Dec.
2013

Revenue

$363,608

Expenses

$189,007

Net Income

$174,601

Net Assets

$1,574,715

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$105,567	29.0%
Interest Revenue	$2,534	0.7%
Dividends	$22,381	6.2%
Sales of Assets	$211,479	58.2%
Other Income	$21,647	6.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$170,677	90.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,574,715
Total Liabilities	$0
Net Assets	$1,574,715

Compensation

Key Employees and Officers	Compensation	Other
Robert Yund (Trustee)	$0	$0
Marshall Weinberg (Trustee)	$0	$0
Joe Logan (Trustee)	$0	$0
Dan Mcmasters (Trustee)	$0	$0
Jeff Walters (Trustee)	$0	$0
Bob Sanderson (Trustee)	$0	$0
Barbara Schumacher (Trustee)	$0	$0
Wayne Wealth Management (Trustee)	$0	$0
Alan Edie (Trustee)	$0	$0
Greg Butler (Trustee)	$0	$0
Kathy Shultz (Trustee)	$0	$0
Wendy Blosser (Trustee)	$0	$0
Jane Vassas (Trustee)	$0	$0
Dave Cottrill (Trustee)	$0	$0
Firstmerit Wealth Management Svcs (Trustee)	$0	$0

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990-PF

Filed on Nov. 13, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$79,871

Expenses

$80,285

Net Income

-$414

Net Assets

$1,434,375

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,183	1.5%
Interest Revenue	$54	0.1%
Dividends	$35,426	44.4%
Sales of Assets	$24,778	31.0%
Other Income	$18,430	23.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$80,285	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,434,376
Total Liabilities	$1
Net Assets	$1,434,375

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$90,701

Expenses

$83,587

Net Income

$7,114

Net Assets

$1,434,790

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$662	0.7%
Program Services	$2,410	2.7%
Investment Income	$50,613	55.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$19,187	21.2%
Sales of Assets	$17,488	19.3%
Net Inventory Sales	$0
Other Revenue	$341	0.4%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$1,434,790
Total Liabilities	$0
Net Assets	$1,434,790

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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Massillon Rotary Foundation Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $228k (2024)

Expenses $245k (2024)

Total Assets $2.31M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$228k (2024)

Expenses

$245k (2024)

Total Assets

$2.31M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001