Nonprofit · EIN 77-0288042
CUPERTINO ROTARY ENDOWMENT FOUNDATION
Tax-exempt · CUPERTINO, CA 95015
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $850,758 | $675,823 | $174,935 | $4,216,703 | $0 | $4,216,703 |
| June 30, 2024 | 990 | $405,170 | $384,762 | $20,408 | $3,730,630 | $0 | $3,730,630 |
| June 30, 2023 | 990 | $361,219 | $352,250 | $8,969 | $3,384,001 | $0 | $3,384,001 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $737,156
- of which government grants
- $12,000
- Program service revenue
- $0
- Investment income
- $119,309
- Net gain from sales of assets
- $19,719
- Net income from fundraising events
- -$5,707
- Other revenue
- -$5,707
Expenses
- Grants and similar amounts paid
- $618,656
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $26,900
- Program services (functional)
- $618,656
- Management and general (functional)
- $57,167
Balance sheet and other
- Total assets, start of year
- $3,730,630
- Total assets, end of year
- $4,216,703
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,216,703
- Publicly traded securities
- $3,649,213
- Net assets without donor restrictions
- $481,440
- Net assets with donor restrictions
- $3,735,263
- Gross receipts
- $1,171,618
- Employees
- 0
- Volunteers
- 274
- Year formed
- 1992
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Steve Onishi | President Trustee or director, Officer | 16 | $0 |
| Richard Lowenthal | Vice President Trustee or director, Officer | 2 | $0 |
| Joe Glynn | Secretary Trustee or director, Officer | 2 | $0 |
| Byron Rovegno | Treasurer Trustee or director, Officer | 10 | $0 |
| Padma Chari | At Large Trustee or director | 1 | $0 |
| Jim Davis | At Large Trustee or director | 1 | $0 |
| Jo Lucey | At Large Trustee or director | 2 | $0 |
| Marj Mancuso | At Large Trustee or director | 2 | $0 |
| Barbara McArthur | At Large Trustee or director | 4 | $0 |
| Alysa Sakkas | At Large Trustee or director | 1 | $0 |
| Kiran Varshneya-Rohra | At Large Trustee or director | 2 | $0 |
| Jeff Moe | At Large Trustee or director | 1 | $0 |
| Derek Pesta | At Large Trustee or director | 1 | $0 |
| Kathy Yates | At Large Trustee or director | 2 | $0 |
| William Wilson | At Large Trustee or director | 2 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Pearl Cheng | At Large Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jim Davis | President Trustee or director, Officer | 16 | $0 |
| Pearl Cheng | Secretary Trustee or director, Officer | 2 | $0 |
| Byron Rovegno | Treasurer Trustee or director, Officer | 10 | $0 |
| Bob Adams | At Large Trustee or director | 1 | $0 |
| Padma Chari | Club SDO Trustee or director | 1 | $0 |
| Joe Glynn | At Large Trustee or director | 1 | $0 |
| Jo Lucey | At Large Trustee or director | 4 | $0 |
| Marj Mancuso | At Large Trustee or director | 2 | $0 |
| Barbara McArthur | Administrator Trustee or director | 4 | $0 |
| Alysa Sakkas | Club President Trustee or director | 1 | $0 |
| Kiran Vanshneya | At Large Trustee or director | 1 | $0 |
| Jeff Moe | President-elect Trustee or director | 1 | $0 |
| Steve Onishi | Past President Trustee or director | 1 | $0 |
| Eleanor Watanabe | At Large Trustee or director | 1 | $0 |
| Bill Wilson | At large Trustee or director | 2 | $0 |
990 for the year ended June 30, 2023: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Josephine Lucey | President Trustee or director, Officer | 16 | $0 |
| Bob Adams | Vice President Trustee or director, Officer | 1 | $0 |
| Rose Ann Woolpert | Secretary Trustee or director, Officer | 2 | $0 |
| James Davis | Treasurer Trustee or director, Officer | 10 | $0 |
| Pearl Cheng | At Large Trustee or director | 1 | $0 |
| Steve Onishi | Club President Trustee or director | 1 | $0 |
| Byron Rovegno | At Large Trustee or director | 1 | $0 |
| Padma Chari | Club SDO Trustee or director | 1 | $0 |
| Richard Lowenthal | At Large Trustee or director | 4 | $0 |
| Marj Mancuso | At Large Trustee or director | 2 | $0 |
| Barbara McArthur | Administrator Trustee or director | 4 | $0 |
| Rod Sinks | Past President Trustee or director | 1 | $0 |
| Alysa Sakkas | President Elect Trustee or director | 1 | $0 |
| Eleanor Watanabe | At Large Trustee or director | 1 | $0 |
| Hung Wei | At large Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1101, CUPERTINO, CA 95015-1101
- In care of
- % ITSUO UENAKA
- Principal officer (990 for 2024)
- Steve Onishi, PO Box 1101, Cupertino, CA 95015
- Signed the 990
- Byron Rovegno, Treasurer
- Phone
- (408) 264-9920
- Website
- portal.clubrunner.ca/3794
- Return prepared by
- Iryna AC
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0288042 or by the name CUPERTINO ROTARY ENDOWMENT FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
Provide funding through donations and grants to qualified charitable,scientific, educational and public purpose organizations.
Program accomplishments
- Rotary Program - overall general program activities that aligns with the Foundations mission. Three events held: Global Elegance (fundraising for international projects), Fall Festival (Community culture and entertainment), and Golf Tournament (fundraising for specific beneficiary and other local charitable projects).Expenses $618,656 · grants $618,656
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 77-0288042
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1991
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70)
- Assets (IRS master file)
- $4,216,703
- Income (IRS master file)
- $1,171,618
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $850,758 | $675,823 | $4,216,703 | XML |
| 990 | June 2024 | $405,170 | $384,762 | $3,730,630 | XML |
| 990 | June 2023 | $361,219 | $352,250 | $3,384,001 | XML |
| 990 | June 2022 | $1,173,942 | $223,491 | $3,150,291 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 77-0288042).
Questions about CUPERTINO ROTARY ENDOWMENT FOUNDATION
- What is the EIN of CUPERTINO ROTARY ENDOWMENT FOUNDATION?
- The employer identification number (EIN) of CUPERTINO ROTARY ENDOWMENT FOUNDATION is 77-0288042.
- Is CUPERTINO ROTARY ENDOWMENT FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to CUPERTINO ROTARY ENDOWMENT FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CUPERTINO ROTARY ENDOWMENT FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CUPERTINO ROTARY ENDOWMENT FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CUPERTINO ROTARY ENDOWMENT FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of CUPERTINO ROTARY ENDOWMENT FOUNDATION?
- The 990 for the year ended June 30, 2025 names Steve Onishi.
- Who are the officers and directors of CUPERTINO ROTARY ENDOWMENT FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 16 people; 0 received compensation from the organization.
- How much revenue does CUPERTINO ROTARY ENDOWMENT FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $850,758, expenses of $675,823 and total assets of $4,216,703 at year end.
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