OAKLAND ROTARY ENDOWMENT

As filed

Subsection

03

NTEE code

T99Z

Classification

1000

Street

1736 FRANKLIN ST STE 200

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2023

• PROVIDE YOUNG MEN AND WOMEN WITH EDUCATIONAL MENTORING AND SCHOLARSHIPS FOR HIGHER POST SECONDARY EDUCATION.

  Expenses $138,000 · Grants $132,000

• SUPPORT FOR LOCAL, DOMESTIC, AND INTERNATIONAL PROJECTS PROMOTING A BETTER QUALITY OF LIFE.

  Expenses $343,632 · Grants $187,483

As filed on the 2023 return.

Officers and directors · 2023

As listed in Part VII of the 2023 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. Earlier years are each on their own filing page.

Filings

• 2023

  Revenue

  $493,639

  Expenses

  $495,307

  Contributions

  $254,840

  Grants paid

  $319,483

• 2022

  Revenue

  $409,384

  Expenses

  $422,143

  Contributions

  $223,461

  Grants paid

  $268,587

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2021 · 990

  Revenue

  $728,215

  Expenses

  $293,340

  Assets (EOY)

  $4,290,793

• 2020 · 990

  Revenue

  $706,970

  Expenses

  $353,773

  Assets (EOY)

  $5,001,224

• 2019 · 990

  Revenue

  $377,670

  Expenses

  $337,282

  Assets (EOY)

  $3,922,998

• 2018 · 990

  Revenue

  $402,391

  Expenses

  $305,888

  Assets (EOY)

  $3,943,418

• 2017 · 990

  Revenue

  $391,699

  Expenses

  $293,316

  Assets (EOY)

  $3,741,443

• 2016 · 990

  Revenue

  $294,822

  Expenses

  $286,841

  Assets (EOY)

  $3,517,711

• 2015 · 990

  Revenue

  $252,735

  Expenses

  $304,281

  Assets (EOY)

  $3,296,002

• 2014 · 990

  Revenue

  $848,121

  Expenses

  $293,685

  Assets (EOY)

  $3,435,392

• 2013 · 990

  Revenue

  $293,824

  Expenses

  $243,374

  Assets (EOY)

  $3,369,472

• 2012 · 990

  Revenue

  — not reported

  Expenses

  $231,366

  Assets (EOY)

  $3,074,830

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

• OAKLAND UNIFIED SCHOOL DISTRICT

  $48,566

  2022 · TO PROVIDE SCHOOL SUPPLIES FOR TRANSITIONAL KINDERGARTENERS

• OAKLAND UNIFIED SCHOOL DISTRICT

  $31,750

  2023 · TO PROVIDE SCHOOL SUPPLIES FOR TRANSITIONAL KINDERGARTENERS

• ROTARY DISTRICT 5170 FOUNDATION

  $19,500

  2023 · TO PROVIDE FUNDS FOR INTERNATIONAL RELIEF INITIATIVES

• ROTARY DISTRICT 5170 FOUNDATION

  $18,500

  2022 · TO PROVIDE FUNDS FOR INTERNATIONAL RELIEF INITIATIVES

• CHILDREN'S FAIRYLAND

  $16,940

  2023 · FIELD TRIP FOR TRANSITIONAL KINDERGARTENERS

• CHILDREN'S FAIRYLAND

  $13,288

  2022 · FIELD TRIP FOR TRANSITIONAL KINDERGARTENERS

• SELECTIVA CHARITIES INC

  $11,000

  2022 · TO PROVIDE GENERATORS AND WOOD STOVES TO UKRAINE

• HARBOR HOUSE MINISTRIES

  $8,603

  2023 · SUPPORT FOR LOCAL ORGANIZATIONS PROMOTING A BETTER QUALITY OF LIFE.

• OAKLAND CATHOLIC WORKER

  $8,603

  2023 · SUPPORT FOR LOCAL ORGANIZATIONS PROMOTING A BETTER QUALITY OF LIFE.

• OPERATION DIGNITY

  $8,603

  2023 · SUPPORT FOR LOCAL ORGANIZATIONS PROMOTING A BETTER QUALITY OF LIFE.

The 10 largest by cash amount. The API serves every itemized grant.

Where these grants went next →

Grants received

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $16,323

  2024 · For grant recipient's exempt purposes

• DONOR ADVISED CHARITABLE GIVING

  $12,500

  2023 · PUBLIC, SOCIETAL BENEFIT

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $9,220

  2023 · For grant recipient's exempt purposes

• DONOR ADVISED CHARITABLE GIVING

  $8,250

  2022 · PUBLIC, SOCIETAL BENEFIT

• PAYPAL CHARITABLE GIVING FUND

  $6,989

  2022 · GENERAL SUPPORT

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Other IRS files