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Nonprofit · EIN 94-2815253

PALO ALTO ROTARY ENDOWMENT FUND INC

Tax-exempt · PALO ALTO, CA 94302

Financials

$137K$64K2023$106K$69K2024
Revenue Expenses · by fiscal year end
Financials of PALO ALTO ROTARY ENDOWMENT FUND INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$106,421$69,474$36,947$1,344,282$0$1,344,282
June 30, 2024990-PF$136,946$63,831$73,115$1,249,057$0$1,249,057
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$25,518
Dividends
$76,635
Net gain from sales of assets
$4,268

Expenses

Grants and similar amounts paid
$62,000
Disbursements for charitable purposes
$62,000
Excise tax on investment income
$1,065

Balance sheet and other

Total assets, start of year
$1,249,057
Total assets, end of year
$1,344,282
Total liabilities, end of year
$0
Net assets, end of year
$1,344,282
Fair market value of assets
$1,344,282
Qualifying distributions
$62,000
Net investment income
$76,635

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-PF for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
BETSY BECHTEL
PO BOX 592, PALO ALTO, CA 943020592
PRESIDENT3$0
PETER SHAMBORA
PO BOX 592, PALO ALTO, CA 943020592
SECRETARY1$0
MICHAEL J MCMAHON
3923 GROVE AVENUE, PALO ALTO, CA 94303
TREASURER3$0
DANA TOM
PO BOX 592, PALO ALTO, CA 943020592
BOARD MEMBER1$0
JULIE JEROME
PO BOX 592, PALO ALTO, CA 943020592
BOARD MEMBER1$0
PATTY MCGUIGAN
PO BOX 592, PALO ALTO, CA 943020592
BOARD MEMBER1$0
LIZ KNISS
PO BOX 592, PALO ALTO, CA 943020592
BOARD MEMBER1$0
990-PF for the year ended June 30, 2024: 7 people
NameTitleHours / weekCompensation
BETSY BECHTEL
PO BOX 592, PALO ALTO, CA 943020592
PRESIDENT2$0
PETER SHAMBORA
PO BOX 592, PALO ALTO, CA 943020592
SECRETARY1$0
MICHAEL J MCMAHON
3923 GROVE AVENUE, PALO ALTO, CA 94303
TREASURER2$0
DANA TOM
PO BOX 592, PALO ALTO, CA 943020592
BOARD MEMBER0$0
JULIE JEROME
PO BOX 592, PALO ALTO, CA 943020592
BOARD MEMBER0$0
PATTY MCGUIGAN
PO BOX 592, PALO ALTO, CA 943020592
BOARD MEMBER0$0
LIZ KNISS
PO BOX 592, PALO ALTO, CA 943020592
BOARD MEMBER0$0

Address and contacts

Address (IRS master file)
PO BOX 592, PALO ALTO, CA 94302-0592
In care of
% ROB LYMAN
Signed the 990-PF
MICHAEL J MCMAHON, TREASURER
Phone
(650) 380-0983
Return prepared by
TIRET COMPANY CPAS

California records

California keeps its own records of charities and corporations. Search them by EIN 94-2815253 or by the name PALO ALTO ROTARY ENDOWMENT FUND INC.

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

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. 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-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
94-2815253
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1984
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$1,344,282
Income (IRS master file)
$323,129

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$106,421$69,474$1,344,282XML
990-PFJune 2024$136,946$63,831$1,249,057XML
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 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 94-2815253).

Questions about PALO ALTO ROTARY ENDOWMENT FUND INC

What is the EIN of PALO ALTO ROTARY ENDOWMENT FUND INC?
The employer identification number (EIN) of PALO ALTO ROTARY ENDOWMENT FUND INC is 94-2815253.
Is PALO ALTO ROTARY ENDOWMENT FUND INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
Are donations to PALO ALTO ROTARY ENDOWMENT FUND INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does PALO ALTO ROTARY ENDOWMENT FUND INC file?
Form 990-PF. Private foundations file every year.
When is the next return of PALO ALTO ROTARY ENDOWMENT FUND 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 ENDOWMENT FUND INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of PALO ALTO ROTARY ENDOWMENT FUND INC?
The 990-PF for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
How much revenue does PALO ALTO ROTARY ENDOWMENT FUND INC have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $106,421, expenses of $69,474 and total assets of $1,344,282 at year end.

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