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Fullerton Rotary Foundation

Tax-deductible

Fullerton, CA501(c)(3)UnclassifiedEIN 33-0506574

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Contributions to various charitable organizations

501(c)(3) charity; gifts are tax-deductible.
81¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $57K a year · 35% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
81%
of spending
Looks good: 81% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
7 mo
of spending, in cash
Looks good: 6.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $21K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 7 voting members
Concern: none of 7 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$188K
-5% vs prior year
Spent
$172K
To programs
81%
Net assets
$752K
By yearFY2020–FY2025
Revenue
$188K
FY2025▼ -5%
Revenue by fiscal year
FY2020$146K
FY2021$186K
FY2022$55K
FY2023$182K
FY2024$197K
FY2025$188K
Expenses
$172K
FY2025▲ +60%
Expenses by fiscal year
FY2020Not on file
FY2021$74K
FY2022$80K
FY2023$88K
FY2024$107K
FY2025$172K
Net assets
$752K
FY2025▲ +5%
Net assets by fiscal year
FY2020$446K
FY2021$557K
FY2022$532K
FY2023$626K
FY2024$714K
FY2025$752K

From the FY2025 Form 990 (year ending June 2025) · see the original

Form 990 (PDF) Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Oct 1996.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

81 cents of each dollar spent went to programs.

Program services 81% · $139K Management & general 1% · $1K Fundraising 19% · $32K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

3 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Cathy Gach
Treasurer
$0Pt VII · Sec A
Joyce Capelle
President
$0Pt VII · Sec A
Bill Hite
Secretary
$0Pt VII · Sec A
See Fullerton Rotary Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Donates funds to support various charitable causes.

Provided by the organization

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1 program · $139K · in their own filed words · FY2024
01

Contributions to various charitable organizations

$139Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Donor Advised Charitable Giving INCFY2024$14K
Fidelity Investments Charitable Gift FundFY2024$7K
Total grants receivedfrom 2 funders$21K
Grants paid · 7 grants · $123K · 2020–2023
Oc United TogetherCA · FY2023$10,000
Golden Hill Elementary (fsd)CA · FY2022$10,000
The Rotary Foundation of Rotary InternationalIL · FY2022$8,500
Oc United TogetherCA · FY2022$5,200
Fullerton HeritageCA · FY2021$63,590
Rotary InternationalFY2021$11,533
Fullerton Love of Oc KidsFY2020$14,194

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$188K
Ln 12
Gifts and grantsLn 1h$132K
Other incomeLn 4–11$33K
Fees for servicesLn 2g$17K
Money outPt IX
$172K
Ln 25
Programscol B$139K
Managementcol C$1K
Fundraisingcol D$32K
Owns and owesPt X
$752K
net assets · Ln 32
Cash and savingsLn 1–2$98K
Total assetsLn 16$752K
LiabilitiesLn 26$0
PeoplePt VI, VII
3
listed · VII A
PaidVII A0
Voting boardVI 1a7
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$132K
Fees for servicesLn 2g$17K
Investment incomeLn 3$6K
Other incomeLn 4–11$33K
Total revenueLn 12$188K
Assets in detailPt X, end of year
CashLn 1$98K
Cash and savings togetherLn 1–2$98K
InvestmentsLn 11–13$654K
Total assetsLn 16$752K
LiabilitiesLn 26$0
Net assetsLn 32$752K
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$121K$98K
InvestmentsLn 11–13$593K$654K
Total assetsLn 16$714K$752K
LiabilitiesLn 26$0$0
Net assetsLn 32$714K$752K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$106K$106K
Advertising and promotionLn 12$3K$1K$1K
Conferences, conventions and meetingsLn 19$799$799
Other expenses (24a–d)Ln 24$59K$27K$32K
All other expensesLn 24e$4K$4K$75
Total functional expensesLn 25$172K$139K$1K$32K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $188K$172K$15K$752K 990 PDF
FY2024 $197K$107K$89K$714K 990 PDF
FY2023 $182K$88K$94K$626K 990 PDF
FY2022 $55K$80K−$26K$532K 990 PDF
FY2021 $186K$74K$112K$557K 990 PDF
FY2020 $146K$446K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (4 parts)
Part VIII · Statement of revenue $187,810 across 6 lines filed
VIII-1f All other contributions, gifts and grants$131,972
VIII-1h Total contributions, gifts and grants$131,972
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $17,071$17,071
VIII-3 Investment incomeRelated to mission $5,909$5,909
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $32,858$32,858
VIII-12 Total revenueRelated to mission $55,838 · Unrelated business $0 · Excluded from tax $0$187,810
Part IX · Statement of functional expenses $172,322 across 5 lines filed
IX-1 Grants to domestic organizationsPrograms $105,624$105,624
IX-12 Advertising and promotionPrograms $1,372 · Management $1,373$2,745
IX-19 Conferences, conventions and meetingsPrograms $799$799
IX-24 Other expenses (24a–d)Programs $27,025 · Fundraising $31,935$58,960
IX-24e All other expensesPrograms $4,119 · Management $75$4,194
IX-25 Total functional expensesPrograms $138,939 · Management $1,448 · Fundraising $31,935$172,322
Part X · Balance sheet $752,381 assets, 7 lines filed
X-1 Cash, non-interest-bearingStart of year $121,178$97,899
X-12 Other securitiesStart of year $593,231$654,482
X-16 Total assetsStart of year $714,409$752,381
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $714,409$752,381
X-32 Total net assets or fund balancesStart of year $714,409$752,381
X-33 Total liabilities and net assetsStart of year $714,409$752,381
Part XI · Reconciliation of net assets $752,381 net assets at year end
XI-1 Total revenue$187,810
XI-2 Total expenses$172,322
XI-3 Revenue less expenses$15,488
XI-4 Net assets at start of year$714,409
XI-5 Net unrealized gains (losses) on investments$32,858
XI-9 Other changes in net assets−$10,374
XI-10 Net assets at end of year$752,381

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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