Cupertino Rotary Endowment Foundation

Tax-deductible

Cupertino, CA501(c)(3)Foundations & GrantmakersEIN 77-0288042Revenue $851K in FY2025

On file with the IRSportal.clubrunner.ca/3794/sitepage/crPo Box 1101, 95015-1101 · Cupertino, CATax-exempt since Sep 1991Publicly supported charity — 170(b)(1)(A)(vi)

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Provide funding through donations and grants to qualified charitable,scientific, educational and public purpose organizations.

501(c)(3) charity; gifts are tax-deductible.
92¢ of each $1 spent went to programs.
Run by 550 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

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
6 of 6
filings with a surplus
Average surplus $292K a year · 45% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
92%
of spending
Looks good: 92% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
10 mo
of spending, in cash
Looks good: 9.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
6
named funders · $152K
Looks good: 6 funders name it on their filings; 3 or more.
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
15
of 15 voting members
Looks good: 15 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$851K
+110% vs prior year
Spent
$676K
To programs
92%
Net assets
$4.2M
By yearFY2020–FY2025
Revenue
$851K
FY2025▲ +110%
Tap a bar for its year
Revenue by fiscal year
FY2020$582K
FY2021$495K
FY2022$1.2M
FY2023$361K
FY2024$405K
FY2025$851K
Expenses
$676K
FY2025▲ +76%
Tap a bar for its year
Expenses by fiscal year
FY2020$223K
FY2021$257K
FY2022$223K
FY2023$352K
FY2024$385K
FY2025$676K
Net assets
$4.2M
FY2025▲ +13%
Tap a bar for its year
Net assets by fiscal year
FY2020$2.2M
FY2021$2.6M
FY2022$3.2M
FY2023$3.4M
FY2024$3.7M
FY2025$4.2M

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

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Sep 1991.

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

Where the money goes

92 cents of each dollar spent went to programs.

Program services 92% · $619K Management & general 8% · $57K

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

16 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
President
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
At Large
$0Pt VII · Sec A
At Large
$0Pt VII · Sec A
At Large
$0Pt VII · Sec A
At Large
$0Pt VII · Sec A
See Cupertino Rotary Endowment 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

Funds qualified charities, scientific, educational, and public purpose groups through donations and grants.

Provided by the organization

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1 program · $619K · in their own filed words · FY2024
01

Rotary Program

overall general program activities that aligns with the Foundations mission. Three events held: Global Elegance (fundraising for international projects), Fall Festival (Community culture and entertainment), and Golf Tournament (fundraising for specific beneficiary and other local charitable projects).

$619Kprogram 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
See all 6 funders →
Grants paid · 47 grants · $1.2M · 2019–2024
World Vision INCWA · FY2024$221,000
SjsuFY2024$30,000
Individual RecipientFY2024$25,440
Bill Wilson CenterCA · FY2024$21,150
Pacific ClinicsCA · FY2024$11,466
SjsuFY2023$20,000
Pacific ClinicsCA · FY2023$9,500
See all 47 grants →

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$851K
Ln 12
Gifts and grantsLn 1h$737K
Investment incomeLn 3$119K
Money outPt IX
$676K
Ln 25
Programscol B$619K
Managementcol C$57K
Owns and owesPt X
$4.2M
net assets · Ln 32
Cash and savingsLn 1–2$559K
Total assetsLn 16$4.2M
LiabilitiesLn 26$0
PeoplePt VI, VII
16
listed · VII A
PaidVII A0
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$737K
Government grantsLn 1e$12K
Fundraising eventsLn 1c$215K
Investment incomeLn 3$119K
Gains on assetsLn 7$20K
Total revenueLn 12$851K
Assets in detailPt X, end of year
CashLn 1$23K
SavingsLn 2$537K
Cash and savings togetherLn 1–2$559K
InvestmentsLn 11–13$3.6M
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$0
Total assetsLn 16$4.2M
LiabilitiesLn 26$0
Net assetsLn 32$4.2M
OperationsPt I, VI
EmployeesI 50
VolunteersI 6550
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
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$534K$559K
InvestmentsLn 11–13$3.2M$3.6M
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$3.7M$4.2M
LiabilitiesLn 26$0$0
Net assetsLn 32$3.7M$4.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$619K$619K
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$0
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$0
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$0
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$27K$27K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$21K$21K
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$0
Office expensesLn 13$8K$8K
Information technologyLn 14$540$540
RoyaltiesLn 15$0
OccupancyLn 16$0
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$0
Other expenses (24a–d)Ln 24$97$97
All other expensesLn 24e$0
Total functional expensesLn 25$676K$619K$57K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $851K$676K$175K$4.2M 990 PDF
FY2024 $405K$385K$20K$3.7M 990 PDF
FY2023 $361K$352K$9K$3.4M 990 PDF
FY2022 $1.2M$223K$950K$3.2M 990 PDF
FY2021 $495K$257K$238K$2.6M 990 PDF
FY2020 $582K$223K$359K$2.2M 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 (6 parts)
Part I · Summary $850,758 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $355,182$737,156
I-9 Program service revenue$0
I-10 Investment incomePrior year $53,552$119,309
I-11 Other revenuePrior year −$3,564−$5,707
I-12 Total revenuePrior year $405,170$850,758
I-13 Grants and similar amounts paidPrior year $300,490$618,656
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $84,272$57,167
I-18 Total expensesPrior year $384,762$675,823
I-19 Revenue less expensesPrior year $20,408$174,935
Part VI · Governance 15 of 15 board members independent, 1 to look at
VI-1a Voting members of the governing body15
VI-1b Independent voting members15
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $850,758 across 10 lines filed
VIII-1c Fundraising events$215,343
VIII-1e Government grants$12,000
VIII-1f All other contributions, gifts and grants$509,813
VIII-1h Total contributions, gifts and grants$737,156
VIII-3 Investment incomeExcluded from tax $99,590$99,590
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assetsExcluded from tax $19,719$19,719
VIII-8 Net income from fundraising eventsExcluded from tax −$5,707−$5,707
VIII-12 Total revenueExcluded from tax $113,602$850,758
Part IX · Statement of functional expenses $675,823 across 31 lines filed
IX-1 Grants to domestic organizationsPrograms $618,656$618,656
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staff$0
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wages$0
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxes$0
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesManagement $26,900$26,900
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management feesManagement $21,411$21,411
IX-11g Other fees for services$0
IX-12 Advertising and promotion$0
IX-13 Office expensesManagement $8,219$8,219
IX-14 Information technologyManagement $540$540
IX-15 Royalties$0
IX-16 Occupancy$0
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 Insurance$0
IX-24 Other expenses (24a–d)Management $97$97
IX-24e All other expenses$0
IX-25 Total functional expensesPrograms $618,656 · Management $57,167 · Fundraising $0$675,823
Part X · Balance sheet $4,216,703 assets, 18 lines filed
X-1 Cash, non-interest-bearingStart of year $143,100$22,901
X-2 Savings and temporary cash investmentsStart of year $390,879$536,589
X-3 Pledges and grants receivableStart of year $2,750$8,000
X-4 Accounts receivable$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred charges$0
X-10c Land, buildings and equipment, net$0
X-11 Publicly traded securitiesStart of year $3,193,901$3,649,213
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assets$0
X-16 Total assetsStart of year $3,730,630$4,216,703
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $311,545$481,440
X-28 Net assets with donor restrictionsStart of year $3,419,085$3,735,263
X-32 Total net assets or fund balancesStart of year $3,730,630$4,216,703
X-33 Total liabilities and net assetsStart of year $3,730,630$4,216,703
Part XI · Reconciliation of net assets $4,216,703 net assets at year end
XI-1 Total revenue$850,758
XI-2 Total expenses$675,823
XI-3 Revenue less expenses$174,935
XI-4 Net assets at start of year$3,730,630
XI-5 Net unrealized gains (losses) on investments$311,138
XI-10 Net assets at end of year$4,216,703

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

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