2024-05-15T21:09:06-05:00 2023-06-30 943384475 TIMPSON GARCIA LLP 70 WASHINGTON STREET SUITE 300 OAKLAND CA 946073705 990 2022-07-01 942434641 OAKLAND ROTARY ENDOWMENT OAKL 5104512120 1736 FRANKLIN STREET 200 OAKLAND CA 94612 PAMELA CLAASSEN TREASURER 5104512120 2024-05-15 1 PAMELA CLAASSEN 999009999 1 WILLIAM E MOY P00379080 5108322325 2024-05-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z PAMELA CLAASSEN 1736 FRANKLIN STREET 200 OAKLAND CA 94612 482471 0 1 X WWW.OAKLAND-ROTARY.ORG X 1977 CA 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. 15 15 0 150 0 0 246934 223461 0 0 358200 132391 123081 53532 728215 409384 144597 268587 0 0 0 0 0 0 3918 148743 153556 293340 422143 434875 -12759 4290793 4589526 361676 318121 3929117 4271405 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. 0 0 94708 89167 PROVIDE YOUNG MEN AND WOMEN WITH EDUCATIONAL MENTORING AND SCHOLARSHIPS FOR HIGHER POST SECONDARY EDUCATION. 301284 179420 SUPPORT FOR LOCAL, DOMESTIC, AND INTERNATIONAL PROJECTS PROMOTING A BETTER QUALITY OF LIFE. 395992 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 1 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 CA X X JESSE BOWDLE 5104512120 1736 FRANKLIN STREET OAKLAND CA 94612 X KRISTINE WATSON SECRETARY 1.00 X X 0 0 0 MARY GEONG TRUSTEE 0.50 X 0 0 0 DUDLEY THOMPSON TRUSTEE 0.50 X 0 0 0 LINDA CHEW TRUSTEE 0.50 X 0 0 0 CJ HIRSCHFIELD TRUSTEE 0.50 X 0 0 0 PAM CLAASSEN TREASURER 1.00 X X 0 0 0 CES BUTNER PRESIDENT 1.00 X X 0 0 0 LORNA PADIA MARKUS TRUSTEE 0.50 X 0 0 0 KYM JOHNSON VICE PRESIDENT 1.00 X X 0 0 0 DANNY MAI TRUSTEE 0.50 X 0 0 0 TOM LIMON TRUSTEE 0.50 X 0 0 0 KEN BENSON TRUSTEE 0.50 X 0 0 0 MERLIN EDWARDS TRUSTEE 0.50 X 0 0 0 KEVIN KELLEY TRUSTEE 0.50 X 0 0 0 KATHLEEN SIMS TRUSTEE 0.50 X 0 0 0 0 0 0 0 0 0 0 0 24500 198961 10350 223461 134522 134522 30000 32131 -2131 -2131 -2131 93738 24500 40956 52782 52782 SCHOLARSHIP RESCINDMEN 611710 750 750 750 409384 133141 0 52782 179420 179420 89167 89167 95339 91421 3918 PROGRAM EXPENSES 35117 35117 BAD DEBTS 21847 21847 MISCELLANEOUS EXPENSES 867 867 BANK CHARGES 386 386 422143 395992 22233 3918 190737 83166 71229 66611 4026827 4439749 2000 0 4290793 4589526 27219 16601 334457 301520 361676 318121 X 3629714 3985158 299403 286247 3929117 4271405 4290793 4589526 -12759 310530 -30000 74517 0 X X 1 X 0 1 0 X 189515 187737 469349 226384 209311 1282296 130463 85512 74207 162670 107888 560740 319978 273249 543556 389054 317199 1843036 0 0 0 1843036 160052 121181 118611 215834 134522 750200 160052 121181 118611 215834 134522 750200 480030 394430 662167 604888 451721 2593236 0.71070 0.72060 0.28930 0.27940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2255254 12000 2267254 2254204 1050 2255254 2295174 3450 44420 2254204 2230265 64909 2295174 2145147 85118 2230265 0 0 0 SCHOLARSHIP COMMITMENT 249917 COMMITMENTS PAYABLE 16915 DUE TO OAKLAND ROTARY CLUB 34688 301520 MAIN EVENT 118238 24500 93738 20928 2500 17528 118238 24500 93738 20928 2500 17528 40956 52782 1 OAKLAND UNIFIED SCHOOL DISTRICT 1000 BROADWAY STREET SUITE 300 OAKLAND CA 94607 946000385 501(C)(3) 48566 0 TO PROVIDE SCHOOL SUPPLIES FOR TRANSITIONAL KINDERGARTENERS CHILDREN'S FAIRYLAND 699 BELLEVUE AVENUE OAKLAND CA 94610 943209054 501(C)(3) 13288 0 FIELD TRIP FOR TRANSITIONAL KINDERGARTENERS SELECTIVA CHARITIES INC 2051 JUNCTION AVE SUITE 225 SAN JOSE CA 95131 843104779 501(C)(3) 11000 0 TO PROVIDE GENERATORS AND WOOD STOVES TO UKRAINE ROTARY DISTRICT 5170 FOUNDATION PO BOX 1166 LIVERMORE CA 94551 943016176 501(C)(3) 18500 0 TO PROVIDE FUNDS FOR INTERNATIONAL RELIEF INITIATIVES 4 4 SCHOLARSHIP GRANTS - PAYABLE OVER 4 YEARS 1 89167 PART I, LINE 2: OAKLAND ROTARY ENDOWMENT REQUESTS THAT EACH GRANT RECIPIENT PROVIDE A WRITTEN REPORT REGARDING THE USE OF THE GRANT PROCEEDS. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IN THE OAKLAND ROTARY ENDOWMENT IS CONTINGENT UPON MEMBERSHIP IN THE ROTARY CLUB OF OAKLAND. FORM 990, PART VI, SECTION B, LINE 11B A COMMITTEE CONSISTING OF THE EXECUTIVE DIRECTOR AND TREASURER REVIEWS THE FORM 990 PRIOR TO FILING THE RETURN. A COPY OF THE FORM 990 IS SUBSEQUENTLY PROVIDED TO ALL BOARD MEMBERS AT THE NEXT BOARD MEETING, WHICH MAY OCCUR AFTER THE FILING OF THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C INDIVIDUALS AND BUSINESSES QUALIFIED TO PROVIDE GOODS AND SERVICES TO OAKLAND ROTARY OFTEN ARE OR BECOME MEMBERS, THEREFORE, THERE MAY BE TIMES WHEN A MEMBER MAY BE COMMERCIALLY ENGAGED BY ROTARY TO PROVIDE PROFESSIONAL SERVICES, OFFICE SUPPLIES AND EQUIPMENT, OR OTHER ITEMS. BECAUSE THESE SITUATIONS ALL INVOLVE CONFLICT OF INTEREST, THE FOLLOWING PROCEDURES APPLY: IF AN ISSUE IS TO BE DECIDED BY THE BOARD THAT INVOLVES POTENTIAL CONFLICT OF INTEREST FOR A BOARD MEMBER IT IS THE RESPONSIBILITY OF THE BOARD MEMBER TO: A. IDENTIFY THE POTENTIAL CONFLICT OF INTEREST. B. RECUSE HIMSELF/HERSELF FROM DISCUSSION OF THE PROGRAM OR MOTION BEING CONSIDERED. C. NOT VOTE ON THE ISSUE. IT IS THE RESPONSIBILITY OF THE BOARD TO: A. ONLY DECIDE TO HIRE OR CONTRACT WITH A BOARD MEMBER IF THEY ARE THE BEST QUALIFIED INDIVIDUALS AVAILABLE, AND WILL PROVIDE THE GOODS OR SERVICE NEEDED AT THE BEST PRICE. B. RECORD IN THE MINUTES OF THE BOARD MEETING THE POTENTIAL CONFLICT OF INTEREST, AND THE USE OF THE PROCEDURES AND CRITERIA OF THIS POLICY. ALTHOUGH IT IS NOT A CONFLICT OF INTEREST TO REIMBURSE BOARD MEMBERS FOR EXPENSES INCURRED, BOARD MEMBERS ARE PROHIBITED BY LAW FROM BEING PAID FOR SERVING THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 RECORDS OF THE ORGANIZATION ARE AVAILABLE FOR INSPECTION UPON REQUEST AT THE BUSINESS OFFICE DURING NORMAL BUSINESS HOURS. FINANCIAL STATEMENTS CAN ALSO BE VIEWED ON THE GUIDESTAR.COM WEBSITE. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE THE OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR. ROTARY CLUB OF OAKLAND 1736 FRANKLIN STREET SUITE 200 OAKLAND CA 94612 940727375 MEMBERSHIP AND VOLUNTARY SERVICE ORGANIZATION CA 501(C)(4) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 ROTARY CLUB OF OAKLAND P 57000 ALLOCATION