Stockton Rotary Endowment
To provide allocations and payments to san Joaquin county, California, charitable organizations.
Stockton Rotary Endowment at a glance
In short: Stockton Rotary Endowment gave $51K across 5 grants in 2025 (avg $10K), mostly in California. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $50,971
- -15.8% vs 2024
- Grants made (2025)
- 5
- +0.0% vs 2024
- Average grant
- $10,194
- -15.8% vs 2024
- Median grant
- $10,000
- Total assets
- $5,214,580
- +10.5% 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 Stockton Rotary Endowment funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was TLC Foundation for Homeless ($16K). Together the top 5 received $51K.
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 5 itemized grants.
States
Cities
How Stockton Rotary Endowment gives
- Giving fell 32% 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 2021 to 2025, annual grant giving ranged from $37K (2023) to $74K (2022). In 2025 it made 5 grants totaling $51K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| TLC Foundation for Homeless Stockton, CA | — | $16,316 |
| Read to Me Stockton Stockton, CA | — | $13,000 |
| Mary Graham Childrens Foundat French Camp, CA | — | $10,000 |
| Family Promise of San Joaquin Stockton, CA | — | $6,287 |
| Emergency Food Bank Stockton, CA | — | $5,368 |
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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 | $5,214,580 | $295,659 | $141,292 | $50,971 | 5 | $186,071 |
| 2024 | $4,718,483 | $362,080 | $159,840 | $60,514 | 5 | $296,458 |
| 2023 | $4,326,105 | $193,250 | $163,072 | $37,187 | 4 | $179,471 |
| 2022 | $4,127,281 | $289,111 | $188,984 | $74,415 | 7 | $265,731 |
| 2021 | $4,738,211 | $208,829 | $183,398 | $62,188 | 5 | $184,579 |
About Stockton Rotary Endowment
Based on IRS filings
Stockton Rotary Endowment is a public charity focused on Community Improvement & Capacity Building, based in Stockton, CA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $5.2M in total assets. In 2025, it awarded 5 grants totaling $51K. Net investment income was $186K.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Stockton Rotary Endowment is led by Paul Kozlow, President on filings since 2021; 1 of 15 officers listed in 2025 is compensated.
Officers on the 2025 filing
Paul Kozlow
President
On filings since 2021
8 hrs/week
No compensation reported
Colleen Stewart
Trustee
Director → President, 2023
President → Trustee, 2024
On filings since 2021
2 hrs/week
No compensation reported
Fred Wiebel
Trustee
Director → Trustee, 2023
On filings since 2021
2 hrs/week
No compensation reported
Kathy Hart
Trustee
Director → Trustee, 2024
On filings since 2021
2 hrs/week
No compensation reported
Kevin Kauffman
Trustee
Director → Past President, 2023
Past President → Trustee, 2025
On filings since 2021
2 hrs/week
No compensation reported
Liz Hull
Trustee
Director → Trustee, 2023
On filings since 2021
2 hrs/week
No compensation reported
Melanie Vieux
Trustee
Director → Trustee, 2023
On filings since 2021
2 hrs/week
No compensation reported
Beto Beas
Trustee
On filings since 2023
2 hrs/week
No compensation reported
Walt Wager
Trustee
President Elect → Trustee, 2024
On filings since 2023
2 hrs/week
No compensation reported
Gerardo Garcia
Trustee
On filings since 2024
2 hrs/week
No compensation reported
Laura Pinkerton
Trustee
On filings since 2024
2 hrs/week
No compensation reported
Joseph Feneck
Trustee
New on the 2025 filing
2 hrs/week
No compensation reported
Ken Steele
Trustee
New on the 2025 filing
2 hrs/week
No compensation reported
Ann Johnston
Vice President
Director → Trustee, 2023
Trustee → Vice President, 2024
On filings since 2021
8 hrs/week
$600 (2021) → $0 (2025)
Matthew Grizzle
Secretary
On filings since 2021
8 hrs/week
$600 (2021) → $1K (2025)
Former officers (7)
- Former: Luis Duarte (2021–2024) — Treasurer
- Former: Bill Brown (2024) — Trustee
- Former: Ann Van De Mark (2021–2023) — Trustee
- Former: Blain Bibb (2021–2023) — Trustee
- Former: Waqar Rizvi (2021–2023) — Trustee
- Former: Dwayne Garcia (2023) — Trustee
- Former: Gary Frush (2022) — Director
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $1K, to Matthew Grizzle (Secretary).
Frequently asked questions about Stockton Rotary Endowment
How much does Stockton Rotary Endowment give each year?
Stockton Rotary Endowment gave $51K across 5 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $61K across 5 grants.
What is Stockton Rotary Endowment's typical grant size?
Stockton Rotary Endowment's median grant in 2025 was $10,000, and its average grant was $10,194, across 5 grants on its 2025 IRS Form 990.
Where does Stockton Rotary Endowment give grants?
Stockton Rotary Endowment 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 Stockton, CA (4 grants).
Who are Stockton Rotary Endowment's largest grantees?
Stockton Rotary Endowment's largest 2025 grantees include TLC Foundation for Homeless ($16,316), Read to Me Stockton ($13,000) and Mary Graham Childrens Foundat ($10,000), according to its 2025 IRS Form 990. Together they received 77% of its itemized 2025 grant dollars.
How large is Stockton Rotary Endowment?
Stockton Rotary Endowment reported $5.2M in total assets on its 2025 IRS Form 990. Its revenue that year was $296K.
What is Stockton Rotary Endowment?
Stockton Rotary Endowment is a public charity focused on Community Improvement & Capacity Building, based in Stockton, CA. It holds $5.2M in total assets as of 2025.
What is Stockton Rotary Endowment's EIN?
Stockton Rotary Endowment's EIN (Employer Identification Number) is 94-2801451. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2021 (received by the IRS November 9, 2021)
- Updated Form 990 for fiscal year 2022 (received by the IRS November 9, 2022)
- Updated Form 990 for fiscal year 2023 (received by the IRS October 31, 2023)
- Updated Form 990 for fiscal year 2024 (received by the IRS October 23, 2024)
- Updated Form 990 for fiscal year 2025 (received by the IRS November 7, 2025)
- IRS filings on file for fiscal years 2021–2025
Explore Open Grants
Browse active grant opportunities in Stockton Rotary Endowment's focus areas in our free grants database
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Stockton Rotary Endowment down — hundreds of funders to go?