Oakland Rotary Endowment logo

Oakland Rotary Endowment

OAKLAND, CA EIN: 94-2434641 Website

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.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$5.2M

+12.3% YoY

Annual Giving

$136K

+48.7% YoY

Grant Count

11

+175.0% YoY

Avg Grant Size

$12K

-45.9% YoY

About Oakland Rotary Endowment

Based on IRS filings

Oakland Rotary Endowment is a nonprofit organization focused on Philanthropy, Voluntarism & Grantmaking, based in OAKLAND, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.2M in total assets. In 2024, it awarded 11 grants totaling $136K. Net investment income was $158K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

LivermoreOaklandSan Jose

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$401K$601K$801K20202021202220232024
Metric202420232022
Total Assets$5,156,145$4,589,526$4,290,793
Revenue$493,639$409,384$728,215
Expenses$495,307$422,143$293,340
Qualifying Distributions
Net Investment Income$157,992$132,391$358,200
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$34K$68K$102K$136K3 grants20200 grants20219 grants20224 grants202311 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

OAKLAND UNIFIED SCHOOL D…$32KROTARY DISTRICT 5170 FOU…$20KCHILDREN'S FAIRYLAND$17KHARBOR HOUSE MINISTRIES$9KOAKLAND CATHOLIC WORKER$9KOPERATION DIGNITY$9KST MARY'S CENTER$9KALAMEDA COUNTY COMMUNITY…$9KST VINCENT DE PAUL SOCIETY$9KTREES FOR OAKLAND$8K

Grant Size Distribution

27 grants across all recorded years

27<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Open Grants

1 open opportunity from Oakland Rotary Endowment

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
CES BUTNERPRESIDENT1
JASON WIZELMANVICE PRESIDENT1
KYMBERLY MILLERSECRETARY1
PAM CLAASSENTREASURER1
MARY GEONGTRUSTEE0.5
KEVIN KELLYTRUSTEE0.5
TRISHA CONNERSTRUSTEE0.5
JULIE FOXTRUSTEE0.5
KEN VENSONTRUSTEE0.5
KEITH GIRONTRUSTEE0.5
KERRY HAMILLTRUSTEE0.5
STEPHEN BLAIRTRUSTEE0.5
MERLIN EDWARDSTRUSTEE0.5
CJ HIRSCHFIELDTRUSTEE0.5

Subject Areas

Focus areas based on grantmaking activity

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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