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Oakland Rotary Endowment

Tax-deductible

Oakland, CA501(c)(3)Since 1977Foundations & Grantmakers EIN 94-2434641Revenue $503K in FY2025

On file with the IRSoakland-rotary.org1736 Franklin St Ste 200, 94612-3435 · Oakland, CATax-exempt since Oct 1977Publicly supported charity — 170(b)(1)(A)(vi)

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Develop and promote better quality of life in the local and international community and help young men and women in obtaining academic and vocational education and employment.

501(c)(3) charity; gifts are tax-deductible.
95¢ of each $1 spent went to programs.
Run by 921 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
4 of 6
filings with a surplus
Average surplus $154K a year · 29% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
95%
of spending
Looks good: 95% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
8 mo
of spending, in cash
Plus $5.3M in investments, Pt X · Ln 11–13
Looks good: 8.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $37K
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$519K
9% of total assets
Looks good: liabilities are 9% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$503K
+2% vs prior year
Spent
$396K
To programs
95%
Net assets
$5.1M
By yearFY2020–FY2025
Revenue
$503K
FY2025▲ +2%
Tap a bar for its year
Revenue by fiscal year
FY2020$378K
FY2021$707K
FY2022$728K
FY2023$409K
FY2024$494K
FY2025$503K
Expenses
$396K
FY2025▼ -20%
Tap a bar for its year
Expenses by fiscal year
FY2020$337K
FY2021$354K
FY2022$293K
FY2023$422K
FY2024$495K
FY2025$396K
Net assets
$5.1M
FY2025▲ +10%
Tap a bar for its year
Net assets by fiscal year
FY2020$3.6M
FY2021$4.7M
FY2022$3.9M
FY2023$4.3M
FY2024$4.6M
FY2025$5.1M

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

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Oct 1977.

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

Where the money goes

95 cents of each dollar spent went to programs.

Program services 95% · $377K Management & general 5% · $18K

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

13 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Ces Butner
President
$0Pt VII · Sec A
Jason Wizelman
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
Pam Claassen
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Julie Fox
Trustee
$0Pt VII · Sec A
Tom Limon
Trustee
$0Pt VII · Sec A
See Oakland Rotary Endowment 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

Empowering youth with education and job skills to improve lives locally and globally.

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Provided by the organization

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2 programs · $377K · in their own filed words · FY2024
01

Support for local, domestic, and international projects promoting a better quality of life.

$286Kprogram expense
02

Provide young men and women with educational mentoring and scholarships for higher post secondary education.

$91Kprogram 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
Fidelity Investments Charitable Gift FundFY2024$16K
Cestra Butner Family FoundationFY2024$15K
Jewish Community Federation of San Francisco the Peninsula Marin & SonomaFY2024$6K
Total grants receivedfrom 3 funders$37K
See all 3 funders →
Grants paid · 32 grants · $705K · 2019–2023
Unitemized GrantFY2023$132,000
Oakland Unified School DistrictFY2023$31,750
Rotary District 5170 FoundationCA · FY2023$19,500
Oakland Childrens Fairyland INCCA · FY2023$16,940
Society of Stvincent De Paul District Council of Alameda CountyCA · FY2023$8,603
The Alameda County Community Food Bank INCCA · FY2023$8,603
St Mary's CenterCA · FY2023$8,603
Operation Dignity INCCA · FY2023$8,603
Oakland Catholic WorkerCA · FY2023$8,603
Harbor House Ministries INCCA · FY2023$8,603
Oakland ZooCA · FY2023$8,000
Oakland Parks and Recreation FoundationCA · FY2023$8,000
Unitemized GrantFY2022$89,167
Oakland Unified School DistrictFY2022$48,566
Rotary District 5170 FoundationCA · FY2022$18,500
Oakland Childrens Fairyland INCCA · FY2022$13,288
Selectiva Charities INCCA · FY2022$11,000
Oakland Unified School DistrictFY2021$34,000
See all 32 grants →

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$503K
Ln 12
Gifts and grantsLn 1h$227K
Investment incomeLn 3$226K
Other incomeLn 4–11$49K
Money outPt IX
$396K
Ln 25
Programscol B$377K
Managementcol C$18K
Owns and owesPt X
$5.1M
net assets · Ln 32
Cash and savingsLn 1–2$270K
Total assetsLn 16$5.6M
LiabilitiesLn 26$519K
PeoplePt VI, VII
13
listed · VII A
PaidVII A0
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$227K
Noncash giftsLn 1g$25K
Fundraising eventsLn 1c$36K
Investment incomeLn 3$226K
Other incomeLn 4–11$49K
Gains on assetsLn 7$101K
Total revenueLn 12$503K
Assets in detailPt X, end of year
CashLn 1$270K
Cash and savings togetherLn 1–2$270K
InvestmentsLn 11–13$5.3M
Other assetsLn 15$34K
Total assetsLn 16$5.6M
LiabilitiesLn 26$519K
Net assetsLn 32$5.1M
OperationsPt I, VI
EmployeesI 50
VolunteersI 6921
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$260K$270K
InvestmentsLn 11–13$4.9M$5.3M
Total assetsLn 16$5.2M$5.6M
LiabilitiesLn 26$515K$519K
Net assetsLn 32$4.6M$5.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$131K$131K
Grants to domestic individualsLn 2$91K$91K
Management feesLn 11a$103K$103K
Legal feesLn 11b$10K$10K
Other expenses (24a–d)Ln 24$60K$53K$7K
All other expensesLn 24e$791$791
Total functional expensesLn 25$396K$377K$18K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $503K$396K$107K$5.1M 990 PDF
FY2024 $494K$495K−$2K$4.6M 990 PDF
FY2023 $409K$422K−$13K$4.3M 990 PDF
FY2022 $728K$293K$435K$3.9M 990 PDF
FY2021 $707K$354K$353K$4.7M 990 PDF
FY2020 $378K$337K$40K$3.6M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $502,905 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $254,840$227,303
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $157,992$226,425
I-11 Other revenuePrior year $80,807$49,177
I-12 Total revenuePrior year $493,639$502,905
I-13 Grants and similar amounts paidPrior year $319,483$221,869
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $175,824$173,678
I-18 Total expensesPrior year $495,307$395,547
I-19 Revenue less expensesPrior year −$1,668$107,358
Part VI · Governance 13 of 13 board members independent, 1 to look at
VI-1a Voting members of the governing body13
VI-1b Independent voting members13
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 $502,905 across 8 lines filed
VIII-1c Fundraising events$35,959
VIII-1f All other contributions, gifts and grants$191,344
VIII-1g Noncash contributions (included above)$24,609
VIII-1h Total contributions, gifts and grants$227,303
VIII-3 Investment incomeRelated to mission $125,097$125,097
VIII-7 Net gain or loss on sales of assetsRelated to mission $101,328$101,328
VIII-8 Net income from fundraising eventsExcluded from tax $49,177$49,177
VIII-12 Total revenueRelated to mission $226,425 · Unrelated business $0 · Excluded from tax $49,177$502,905
Part IX · Statement of functional expenses $395,547 across 6 lines filed
IX-1 Grants to domestic organizationsPrograms $130,869$130,869
IX-2 Grants to domestic individualsPrograms $91,000$91,000
IX-11a Management feesPrograms $102,575$102,575
IX-11b Legal feesManagement $10,000$10,000
IX-24 Other expenses (24a–d)Programs $53,029 · Management $7,283$60,312
IX-24e All other expensesManagement $791$791
IX-25 Total functional expensesPrograms $377,473 · Management $18,074 · Fundraising $0$395,547
Part X · Balance sheet $5,610,391 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $260,064$270,436
X-4 Accounts receivableStart of year $27,608$26,362
X-11 Publicly traded securitiesStart of year $4,868,473$5,279,760
X-15 Other assetsStart of year $0$33,833
X-16 Total assetsStart of year $5,156,145$5,610,391
X-17 Accounts payable and accrued expensesStart of year $127,460$209,390
X-25 Other liabilitiesStart of year $387,814$309,649
X-26 Total liabilitiesStart of year $515,274$519,039
X-27 Net assets without donor restrictionsStart of year $4,361,413$4,828,015
X-28 Net assets with donor restrictionsStart of year $279,458$263,337
X-32 Total net assets or fund balancesStart of year $4,640,871$5,091,352
X-33 Total liabilities and net assetsStart of year $5,156,145$5,610,391
Part XI · Reconciliation of net assets $5,091,352 net assets at year end
XI-1 Total revenue$502,905
XI-2 Total expenses$395,547
XI-3 Revenue less expenses$107,358
XI-4 Net assets at start of year$4,640,871
XI-5 Net unrealized gains (losses) on investments$378,404
XI-7 Investment expenses−$30,041
XI-8 Prior period adjustments−$5,240
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$5,091,352

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

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