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Nonprofit · EIN 94-2801451

STOCKTON ROTARY EMDOWMENT

Tax-exempt · STOCKTON, CA 95267

Financials

$296K$141K2024
Revenue Expenses · by fiscal year end
Financials of STOCKTON ROTARY EMDOWMENT by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$295,659$141,292$154,367$5,214,580$2,500$5,212,080
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$109,588
Program service revenue
$0
Investment income
$186,071
Net gain from sales of assets
$40,571
Other revenue
$0

Expenses

Grants and similar amounts paid
$99,460
Compensation of officers, directors and key employees
$10,200
Salaries, compensation and benefits (total)
$10,200
Professional fundraising fees
$0
Accounting fees
$3,900
Program services (functional)
$99,460
Management and general (functional)
$41,832

Balance sheet and other

Total assets, start of year
$4,718,483
Total assets, end of year
$5,214,580
Total liabilities, end of year
$2,500
Net assets, end of year
$5,212,080
Publicly traded securities
$5,106,502
Net assets without donor restrictions
$2,668,789
Net assets with donor restrictions
$2,543,291
Gross receipts
$504,279
Employees
0
Volunteers
160
Year formed
1982
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
MATTHEW GRIZZLESecretary
Trustee or director, Officer
8$1,200
KEN STEELETrustee
Trustee or director
2$0
LAURA PINKERTONTrustee
Trustee or director
2$0
BETO BEASTrustee
Trustee or director
2$0
PAUL KOZLOWPresident
Trustee or director, Officer
8$0
WALT WAGERTrustee
Trustee or director
2$0
KATHY HARTTrustee
Trustee or director
2$0
COLLEEN STEWARTTrustee
Trustee or director
2$0
GERARDO GARCIATrustee
Trustee or director
2$0
JOSEPH FENECKTrustee
Trustee or director
2$0
LIZ HULLTrustee
Trustee or director
2$0
MELANIE VIEUXTrustee
Trustee or director
2$0
KEVIN KAUFFMANTrustee
Trustee or director
2$0
FRED WIEBELTrustee
Trustee or director
2$0
ANN JOHNSTONVice President
Trustee or director, Officer
8$0

Address and contacts

Address (IRS master file)
PO BOX 7457, STOCKTON, CA 95267-0457
Signed the 990
LUIS DUARTE, Treasurer
Phone
(209) 476-4994
Return prepared by
Schwartz Giannini Lantsberger & Adamson

Mission

TO PROVIDE ALLOCATIONS AND PAYMENTS TO SAN JOAQUIN COUNTY, CALIFORNIA, CHARITABLE ORGANIZATIONS.

990 for the year ended June 30, 2025

Program accomplishments

  • CASH GRANTS MADE TO NON-PROFIT CHARITABLE ORGANIZATIONS LOCATED IN SAN JOAQUIN COUNTY, CALIFORNIA
    Expenses $99,460 · grants $99,460

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
94-2801451
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1983
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$5,214,580
Income (IRS master file)
$504,279

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025–––IRS
990June 2024$362,080$159,840$4,718,483IRS
990June 2023$193,250$163,072$4,326,105IRS
990June 2022–––IRS
990June 2021–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about STOCKTON ROTARY EMDOWMENT

What is the EIN of STOCKTON ROTARY EMDOWMENT?
The employer identification number (EIN) of STOCKTON ROTARY EMDOWMENT is 94-2801451.
Is STOCKTON ROTARY EMDOWMENT tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
Are donations to STOCKTON ROTARY EMDOWMENT tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does STOCKTON ROTARY EMDOWMENT 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 STOCKTON ROTARY EMDOWMENT 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 STOCKTON ROTARY EMDOWMENT 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 STOCKTON ROTARY EMDOWMENT?
The 990 for the year ended June 30, 2025 lists 15 people; 1 received compensation from the organization, the highest $1,200 (MATTHEW GRIZZLE, Secretary).
How much revenue does STOCKTON ROTARY EMDOWMENT have?
On its 990 for the year ended June 30, 2025 it reported revenue of $295,659, expenses of $141,292 and total assets of $5,214,580 at year end.

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