Concord Rotary Endowment
Mission and ActivitiesThe organization is funded through various public donations and fundraisersthe earnings of such activities are distributed for charitable, scientific
Concord Rotary Endowment at a glance
In short: Concord Rotary Endowment gave $20K across 1 grant in 2025 (avg $20K), mostly in California. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $20,000
- +0.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $20,000
- +0.0% vs 2024
- Median grant
- $20,000
- Total assets
- $1,281,941
- -1.5% 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 Concord Rotary Endowment funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Rotacare Bay Area ($20K).
Grant Size Distribution
6 grants across all recorded years
The most common grant size was under $50K: 6 grants of 6 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Concord Rotary Endowment gives
- Giving grew 102% 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 2019 to 2025, annual grant giving ranged from $10K (2020) to $23K (2021). In 2025 it made 1 grant totaling $20K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Rotacare Bay Area Milpitas, CA | Health Services | $20,000 |
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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 | $1,281,941 | $63,502 | $78,401 | $20,000 | 1 | $58,594 |
| 2024 | $1,301,173 | $74,989 | $76,133 | $20,000 | 1 | $55,146 |
| 2023 | $1,297,541 | $-6,615 | $64,190 | $12,000 | 1 | $-31,897 |
| 2022 | $1,349,518 | $106,275 | $63,566 | $9,900 | 1 | $83,535 |
| 2021 | $1,306,809 | $84,041 | $68,511 | $22,500 | 2 | $75,579 |
| 2020 | $1,291,277 | $73,674 | $35,082 | $9,700 | 1 | $31,309 |
| 2019 | $1,252,760 | $112,645 | $49,783 | $12,100 | 1 | $91,180 |
About Concord Rotary Endowment
Based on IRS filings
Concord Rotary Endowment is a public charity focused on Community Improvement & Capacity Building, based in Concord, CA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.3M in total assets. In 2025, it awarded 1 grant totaling $20K. Net investment income was $59K.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Concord Rotary Endowment is led by Kevin Matteri, President since 2025 (on filings since 2019); none of the 10 officers listed in 2025 report compensation.
Officers on the 2025 filing
Kevin Matteri
President
Director → Vice President, 2020
Vice President → President, 2025
On filings since 2019
1 hr/week
No compensation reported
Jim Kohl
Club President
Director → Club President, 2025
On filings since 2023
1 hr/week
No compensation reported
Dave Litty
Director
On filings since 2019
1 hr/week
No compensation reported
Guy Bjerke
Director
Treasurer → Director, 2021
On filings since 2019
1 hr/week
No compensation reported
Susan Grossman
Director
On filings since 2019
1 hr/week
No compensation reported
Memory A. Woodard
Director
On filings since 2022
1 hr/week
No compensation reported
Wanda Waltman
Director
On filings since 2023
1 hr/week
No compensation reported
Nicole Sullivan
Director
New on the 2025 filing
1 hr/week
No compensation reported
Nickolas Peterson
Secretary
Co-Secretary → Secretary, 2025
On filings since 2022
1 hr/week
No compensation reported
Gregory Grassi
Chief Financial Officer
New on the 2025 filing
5 hrs/week
No compensation reported
Former officers (11)
- Former: David Litty (2020–2024) — Director
- Former: Paul F. Meyerhofer (2020–2024) — President
- Former: Greg Grassi (2021–2024) — Treasurer
- Former: Leslie Chapman (2022–2024) — Co-Secretary
- Former: Leticia Nicolini (2019–2022) — Director
- Former: Marilyn McClaskey (2019–2022) — Director
- Former: Al Kappadahl (2019–2021) — Director
- Former: David Miller (2019–2021) — President
- Former: Geri Murphy (2019–2021) — Secretary
- Former: Josh Young (2019–2020) — Director
- Former: Tony Akins (2019) — President
Data from IRS Form 990 filings, 2019–2025. "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 Concord Rotary Endowment
How much does Concord Rotary Endowment give each year?
Concord Rotary Endowment gave $20K across 1 grant in 2025, according to its 2025 IRS Form 990. In 2024 it gave $20K across 1 grant.
How large is Concord Rotary Endowment?
Concord Rotary Endowment reported $1.3M in total assets on its 2025 IRS Form 990. Its revenue that year was $64K.
What is Concord Rotary Endowment?
Concord Rotary Endowment is a public charity focused on Community Improvement & Capacity Building, based in Concord, CA. It holds $1.3M in total assets as of 2025.
Where does Concord Rotary Endowment operate?
Concord Rotary Endowment has awarded grants in California.
What is Concord Rotary Endowment's EIN?
Concord Rotary Endowment's EIN (Employer Identification Number) is 94-2970886. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(4)
When this profile's IRS filing data changed on Grantable
- Added Form 990 for fiscal year 2019 (received by the IRS May 15, 2020)
- Updated Form 990 for fiscal year 2021 (received by the IRS May 10, 2022)
- Added Form 990 for fiscal year 2025 (received by the IRS June 17, 2026)
- IRS filings on file for fiscal years 2020–2024
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