Nonprofit · EIN 77-0552981
PALO ALTO ROTARY CLUB ANNUAL CHARITIES INC
Tax-exempt · PALO ALTO, CA 94302
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $176,703 | $187,555 | -$10,852 | $209,044 | $35,860 | $173,184 |
| June 30, 2024 | 990 | $198,611 | $183,321 | $15,290 | $218,896 | $34,860 | $184,036 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $83,099
- Program service revenue
- $0
- Investment income
- $443
- Net income from fundraising events
- $93,161
- Other revenue
- $93,161
Expenses
- Grants and similar amounts paid
- $171,395
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $187,555
Balance sheet and other
- Total assets, start of year
- $218,896
- Total assets, end of year
- $209,044
- Total liabilities, end of year
- $35,860
- Net assets, end of year
- $173,184
- Gross receipts
- $225,243
- Employees
- 0
- Year formed
- 2000
- 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 |
|---|---|---|---|
| REBECCA GERALDI | PRESIDENT . Officer | 2 | $0 |
| KAREN ROHDE | PAST PRESIDE Officer | 1 | $0 |
| BRUCE GEE | TREASURER Officer | 5 | $0 |
| GINNY LEAR | SECRETARY Officer | 2 | $0 |
| LINNETT KWOK | DIRECTOR Trustee or director | 2 | $0 |
| STEVE EMSLIE | DIRECTOR Trustee or director | 1 | $0 |
| CHARLIE WEIDANZ | DIRECTOR Trustee or director | 2 | $0 |
| STANS KLEINEN | DIRECTOR Trustee or director | 2 | $0 |
| LEN ELY | DIRECTOR Trustee or director | 1 | $0 |
| HENRIETTA BURROUGHS | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LIZ KNISS | PRESIDENT Officer | 2 | $0 |
| REBECCA GERALDI | PRESIDENT EL Officer | – | $0 |
| KAREN ROHDE | PAST PRESIDE Officer | – | $0 |
| BRUCE GEE | TREASURER Officer | – | $0 |
| GINNY LEAR | SECRETARY Officer | – | $0 |
| LINNETT KWOK | DIRECTOR Trustee or director | – | $0 |
| STEVE EMSLIE | DIRECTOR Trustee or director | – | $0 |
| CHARLIE WEIDANZ | DIRECTOR Trustee or director | – | $0 |
| STANS KLEINEN | DIRECTOR Trustee or director | – | $0 |
| LEN ELY | DIRECTOR Trustee or director | – | $0 |
| HENRIETTA BURROUGHS | DIRECTOR Trustee or director | – | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 592, PALO ALTO, CA 94302-0592
- In care of
- % KHASHAYAR ALAEE
- Principal officer (990 for 2024)
- REBECCA GERALDI
- Signed the 990
- BRUCE GEE, TREASURER
- Phone
- (650) 424-8452
- Website
- WWW.ROTARYPALOALTO.ORG
- Return prepared by
- TIRET COMPANY CPAS
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0552981 or by the name PALO ALTO ROTARY CLUB ANNUAL CHARITIES INC.
- 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
RAISE MONEY FOR, AND TO DISTRIBUTE MONEY TO CAREFULLY QUALIFIED RECIPIENTS.
Program accomplishments
- FUNDED 12 LOCAL CHARITIES AND 13 VOCATIONAL SCHOLARSHIPS FOR STUDENTS TO ATTEND LOCAL COMMUNITY COLLEGES.Expenses $92,200 · grants $82,200
- ANNUAL CHARITABLE GRANTS TO 8 YOUTH ORGANIZATIONS ON THE MID-PENINSULA.Expenses $49,195 · grants $49,195
- FUNDED 7 INTERNATIONAL GRANTS TO INDIA, GUATEMALA, UKRAINE, THAILAND AND MEXICO.Expenses $46,160 · grants $40,000
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
- 77-0552981
- 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
- 2000
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $209,044
- Income (IRS master file)
- $225,243
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $176,703 | $187,555 | $209,044 | IRS |
| 990 | June 2024 | $198,611 | $183,321 | $218,896 | XML |
| 990 | June 2023 | $162,871 | $159,096 | $244,106 | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | 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 77-0552981).
Questions about PALO ALTO ROTARY CLUB ANNUAL CHARITIES INC
- What is the EIN of PALO ALTO ROTARY CLUB ANNUAL CHARITIES INC?
- The employer identification number (EIN) of PALO ALTO ROTARY CLUB ANNUAL CHARITIES INC is 77-0552981.
- Is PALO ALTO ROTARY CLUB ANNUAL CHARITIES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to PALO ALTO ROTARY CLUB ANNUAL CHARITIES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PALO ALTO ROTARY CLUB ANNUAL CHARITIES INC 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 PALO ALTO ROTARY CLUB ANNUAL CHARITIES INC 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 PALO ALTO ROTARY CLUB ANNUAL CHARITIES INC 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 PALO ALTO ROTARY CLUB ANNUAL CHARITIES INC?
- The 990 for the year ended June 30, 2025 names REBECCA GERALDI.
- Who are the officers and directors of PALO ALTO ROTARY CLUB ANNUAL CHARITIES INC?
- The 990 for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does PALO ALTO ROTARY CLUB ANNUAL CHARITIES INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $176,703, expenses of $187,555 and total assets of $209,044 at year end.
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