Bakersfield Rotary- Waterman Foundation
To assist in the continued development of charitable and educational organizations.
Key facts about Bakersfield Rotary- Waterman Foundation
In short: Bakersfield Rotary- Waterman Foundation gave $89K across 4 grants in 2025 (avg $22K), mostly in California. Source: 2025 IRS Form 990.
- EIN
- 77-0031890
- Latest 990 filing
- Form 990, 2025
- Annual giving (2025)
- $89,464
- Grants made (2025)
- 4
- Average grant
- $22,366
- Median grant
- $18,982
- Total assets
- $1,482,004
- Primary geography
- California (100% of itemized 2025 grant dollars)
Data from IRS Form 990, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990 · View filing
Total Assets
$1.5M
+4.9% YoY
Annual Giving
$89K
+14.6% YoY
Grant Count
4
-20.0% YoY
Avg Grant Size
$22K
+43.2% YoY
How Bakersfield Rotary- Waterman Foundation gives
- Giving grew 44% from 2022 to 2025. Method
From the foundation's IRS Form 990 filings. Methodology.
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
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.
Grant Insights
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%).
Giving History
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 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,482,004 | $1,413,429 | $1,319,226 |
| Revenue | $127,791 | $69,492 | $91,014 |
| Expenses | $95,664 | $83,978 | $82,671 |
| Net Investment Income | $50,036 | $43,012 | $41,484 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990 for fiscal year 2025 (received by the IRS May 15, 2026)
- IRS filings on file for fiscal years 2020–2024
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.
Here's the math on researching Bakersfield Rotary- Waterman Foundation by hand.
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