Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 94-2758098

BERKELEY ROTARY ENDOWMENT

Tax-exempt · BERKELEY, CA 94704

Financials

$341K$225K2022$243K$254K2023$357K$310K2024
Revenue Expenses · by fiscal year end
Financials of BERKELEY ROTARY ENDOWMENT by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$356,726$309,760$46,966$1,286,045$1,818$1,284,227
June 30, 2024990$243,207$253,655-$10,448$1,168,052$0$1,168,052
June 30, 2023990$340,514$224,871$115,643$1,121,258$0$1,121,258
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$316,213
Program service revenue
$0
Investment income
$40,513
Net gain from sales of assets
$197
Other revenue
$0

Expenses

Grants and similar amounts paid
$182,536
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$13,173
Program services (functional)
$292,902
Management and general (functional)
$16,858

Balance sheet and other

Total assets, start of year
$1,168,052
Total assets, end of year
$1,286,045
Total liabilities, end of year
$1,818
Net assets, end of year
$1,284,227
Publicly traded securities
$1,197,328
Net assets without donor restrictions
$458,996
Net assets with donor restrictions
$825,231
Gross receipts
$391,929
Employees
0
Volunteers
90
Year formed
1981
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.

NameTitleHours / weekCompensation
TINA ETCHEVERRYENDOWMNT TREAS
Trustee or director, Officer
4$0
KENNETH RENWORTHPresident
Trustee or director, Officer
1$0
OSCAR H LUNATRUSTEE
Trustee or director
1$0
PETER CHRISTYTrustee
Trustee or director
1$0
GRIER GRAFFENDOWMNT SECTY
Trustee or director, Officer
2$0
JOCELYN PITTELTRUSTEE
Trustee or director
1$0
DOUGLAS FIELDINGTrustee
Trustee or director
1$0
SHIVANI GROVERTrustee
Trustee or director
1$0
MARTIN EDWARD KALISKITrustee
Trustee or director
1$0
JOAN COLLIGNONCLUB PAST-PRES
Trustee or director
1$0
990 for the year ended June 30, 2024: 13 people
NameTitleHours / weekCompensation
TINA ETCHEVERRYENDOWMNT TREAS
Trustee or director, Officer
4$0
KENNETH RENWORTHCLUB PRES ELECT
Trustee or director
1$0
OSCAR H LUNATRUSTEE
Trustee or director
1$0
LINDA COGOZZOTRUSTEE
Trustee or director
1$0
GRIER GRAFFENDOWMNT SECTY
Trustee or director, Officer
2$0
JOCELYN PITTELTRUSTEE
Trustee or director
1$0
HELENA MEYER-KNAPPCLUB SECTY
Trustee or director
1$0
JACQUELINE PETERS HAMMONDCLUB TREAS
Trustee or director
1$0
ELIZABETH TYLERCLUB President
Trustee or director, Officer
1$0
LEWIS AMESTRUSTEE
Trustee or director
1$0
DAVID POOCKTRUSTEE
Trustee or director
1$0
JASON RUSSELLTRUSTEE
Trustee or director
1$0
ARLENE MARCUSCLUB PAST-PRES
Trustee or director
1$0
990 for the year ended June 30, 2023: 12 people
NameTitleHours / weekCompensation
TINA ETCHEVERRYTreasurer
Trustee or director, Officer
4$0
STEVEN BECKENDORFTRUSTEE
Trustee or director
1$0
LINDA COGOZZOTRUSTEE
Trustee or director
1$0
GRIER GRAFFSECRETARY
Trustee or director, Officer
2$0
REBECCA PHUONGTRUSTEE
Trustee or director
1$0
ELIZABETH TYLERPRESIDENT ELECT
Trustee or director, Officer
1$0
JOAN COLLIGNONPRESIDENT
Trustee or director, Officer
2$0
LEWIS AMESTrustee
Trustee or director
1$0
PAMELA DOOLANTrustee
Trustee or director
1$0
DAVID POOCKTrustee
Trustee or director
1$0
JASON RUSSELLTrustee
Trustee or director
1$0
CHRISTOPHER AHOYPAST-PRESIDENT
Trustee or director
1$0

Address and contacts

Address (IRS master file)
2342 SHATTUCK AVENUE 101, BERKELEY, CA 94704-1517
Signed the 990
TINA ETCHEVERRY, Treasurer
Phone
(415) 777-1001
Return prepared by
BREGANTE COMPANY LLP CPAS

California records

California keeps its own records of charities and corporations. Search them by EIN 94-2758098 or by the name BERKELEY ROTARY ENDOWMENT.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

WORLD PEACE THROUGH UNDERSTANDING.

990 for the year ended June 30, 2025

Program accomplishments

  • ROTO CARE
    Expenses $110,367
  • OTHER LOCAL PROJECTS
    Expenses $95,505
  • ROTARY INTERNATIONAL PROJECT SUPPORT
    Expenses $41,531 · grants $41,531
  • COLLEGE SCHOLARSHIPS - THE ENDOWMENT FUND ANNUALLY AWARDS COLLEGE SCHOLARSHIP AID TO DESERVING LOCAL STUDENTS. THESE STUDENTS COMPLETE AN APPLICATION, ORAL INTERVIEWS, AND EVALUATION BY A SCHOLARSHIP COMMITTEE. DURING THE FISCAL YEAR, 15 STUDENTS RECEIVED COLLEGE SCHOLARSHIP FINANCIAL AID.
    Expenses $41,184 · grants $41,184
  • OTHER COMMUNITY SERVICE PROJECTS
    Expenses $4,315
  • ROTARACT CLUB SUPPORT
  • LITERACY PROJECT

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
94-2758098
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
1981
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,286,045
Income (IRS master file)
$391,929

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$356,726$309,760$1,286,045IRS
990June 2024$243,207$253,655$1,168,052IRS
990June 2023$340,514$224,871$1,121,258XML
990June 2022$231,649$260,289$1,129,383IRS
990June 2021–––IRS
990June 2020–––IRS
990June 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 94-2758098).

Questions about BERKELEY ROTARY ENDOWMENT

What is the EIN of BERKELEY ROTARY ENDOWMENT?
The employer identification number (EIN) of BERKELEY ROTARY ENDOWMENT is 94-2758098.
Is BERKELEY ROTARY ENDOWMENT tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
Are donations to BERKELEY ROTARY ENDOWMENT tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does BERKELEY ROTARY ENDOWMENT 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 BERKELEY ROTARY ENDOWMENT 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 BERKELEY ROTARY ENDOWMENT last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who are the officers and directors of BERKELEY ROTARY ENDOWMENT?
The 990 for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
How much revenue does BERKELEY ROTARY ENDOWMENT have?
On its 990 for the year ended June 30, 2025 it reported revenue of $356,726, expenses of $309,760 and total assets of $1,286,045 at year end.

Other nonprofits in BERKELEY

All nonprofits in BERKELEY · California