Bakersfield Rotary- Waterman Foundation
To assist in the continued development of charitable and educational organizations.
Bakersfield Rotary- Waterman Foundation at a glance
In short: Bakersfield Rotary- Waterman Foundation gave $89K across 4 grants in 2025 (avg $22K), mostly in California. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $89,464
- +14.6% vs 2024
- Grants made (2025)
- 4
- -20.0% vs 2024
- Average grant
- $22,366
- +43.2% vs 2024
- Median grant
- $18,982
- Total assets
- $1,482,004
- +4.9% vs 2024
- Primary geography
- California (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who Bakersfield Rotary- Waterman Foundation funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Csub ($44K). Together the top 4 received $89K.
Grant Size Distribution
26 grants across all recorded years
The most common grant size was under $50K: 26 grants of 26 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
How Bakersfield Rotary- Waterman Foundation gives
- Giving grew 44% from 2022 to 2025. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $62K (2022) to $94K (2020). In 2025 it made 4 grants totaling $89K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Csub Bakersfield, CA | Scholarships To College Students | $44,000 |
| Open Door Network Bakersfield, CA | — | $26,000 |
| Empty Space Productions Bakersfield, CA | — | $11,964 |
| Independence Through GRACE Bakersfield, CA | — | $7,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $1,482,004 | $127,791 | $95,664 | $89,464 | 4 | $50,036 |
| 2024 | $1,413,429 | $69,492 | $83,978 | $78,072 | 5 | $43,012 |
| 2023 | $1,319,226 | $91,014 | $82,671 | $77,700 | 5 | $41,484 |
| 2022 | $1,334,694 | $201,298 | $65,433 | $62,263 | 6 | $76,428 |
| 2021 | $1,372,120 | $96,751 | $69,657 | $66,385 | 6 | $64,003 |
| 2020 | $1,233,989 | $82,357 | $96,739 | $93,600 | 5 | $59,035 |
About Bakersfield Rotary- Waterman Foundation
Based on IRS filings
Bakersfield Rotary- Waterman Foundation is a public charity, based in Bakersfield, CA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.5M in total assets. In 2025, it awarded 4 grants totaling $89K. Net investment income was $50K.
Leadership & Key People
Officers and directors from IRS filings
Bakersfield Rotary- Waterman Foundation is led by Steve Roach, President since 2024 (on filings since 2020); none of the 6 officers listed in 2025 report compensation.
Officers on the 2025 filing
Steve Roach
President
Director → President, 2024
On filings since 2020
1 hr/week
No compensation reported
Jim Damian
Director
On filings since 2020
1 hr/week
No compensation reported
Justin Leland
Director
On filings since 2020
1 hr/week
No compensation reported
Kristen Beal Watson
Director
Secretary → Director, 2024
On filings since 2020
1 hr/week
No compensation reported
Ray W Watson
Director
On filings since 2020
1 hr/week
No compensation reported
Shawn Kelly
Treasurer
On filings since 2020
1 hr/week
No compensation reported
Former officers (5)
- Former: Garro Ellis (2020–2023) — Director
- Former: Jesse Lopez (2020–2023) — Director
- Former: Patrick Collins (2020–2023) — President
- Former: Dave Morton (2020) — Director
- Former: Rob Noriega (2020) — Director
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Bakersfield Rotary- Waterman Foundation
How much does Bakersfield Rotary- Waterman Foundation give each year?
Bakersfield Rotary- Waterman Foundation gave $89K across 4 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $78K across 5 grants.
What is Bakersfield Rotary- Waterman Foundation's typical grant size?
Bakersfield Rotary- Waterman Foundation's median grant in 2025 was $18,982, and its average grant was $22,366, across 4 grants on its 2025 IRS Form 990.
Where does Bakersfield Rotary- Waterman Foundation give grants?
Bakersfield Rotary- Waterman Foundation gives mostly in California: 100% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The most frequent recipient cities were Bakersfield, CA (4 grants).
How large is Bakersfield Rotary- Waterman Foundation?
Bakersfield Rotary- Waterman Foundation reported $1.5M in total assets on its 2025 IRS Form 990. Its revenue that year was $128K.
What is Bakersfield Rotary- Waterman Foundation's EIN?
Bakersfield Rotary- Waterman Foundation's EIN (Employer Identification Number) is 77-0031890. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2020 (received by the IRS January 25, 2022)
- Updated Form 990 for fiscal year 2021 (received by the IRS January 29, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS May 14, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS May 7, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS May 15, 2026)
- IRS filings on file for fiscal years 2020–2024
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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Bakersfield Rotary- Waterman Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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