Nonprofit · EIN 94-3177246
ROTARY CLUB OF SAN RAFAEL FUND
Tax-exempt · SAN RAFAEL, CA 94901
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $46,120 | $48,577 | -$2,457 | $634,342 | $300 | $634,042 |
| June 30, 2024 | 990 | $58,894 | $54,668 | $4,226 | $591,086 | $100 | $590,986 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $26,602
- Program service revenue
- $0
- Investment income
- $19,518
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $48,238
- Management and general (functional)
- $339
Balance sheet and other
- Total assets, start of year
- $591,086
- Total assets, end of year
- $634,342
- Total liabilities, end of year
- $300
- Net assets, end of year
- $634,042
- Publicly traded securities
- $523,463
- Gross receipts
- $46,120
- Employees
- 0
- Volunteers
- 50
- 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 |
|---|---|---|---|
| MATT BRIGGS | President Trustee or director | 0 | $0 |
| EDWARD BERBERIAN | Secretary Trustee or director, Officer | 0 | $0 |
| LISA WILHELM | Director Trustee or director | 0 | $0 |
| JOHN FELDMAN | Director Trustee or director | 0 | $0 |
| OTIS BRUCE | Vice President Trustee or director | 0 | $0 |
| JUSTIN SOMMER | Director Trustee or director | 0 | $0 |
| DOUG MURRAY | Treasurer Trustee or director | 0 | $0 |
| J MICHAEL WATT | Director Trustee or director | 0 | $0 |
| PAT BURKE | Director Trustee or director | 0 | $0 |
990 for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MADELEINE MOORE | Vice President Trustee or director, Officer | 0 | $0 |
| EDWARD BERBERIAN | Secretary Trustee or director, Officer | 0 | $0 |
| LISA WILHELM | Director Trustee or director | 0 | $0 |
| ALYSSA WILCOX | Director Trustee or director | 0 | $0 |
| OTIS BRUCE | Director Trustee or director | 0 | $0 |
| JUSTIN SOMMER | Director Trustee or director | 0 | $0 |
| ROD WIESSNER | Treasurer Trustee or director | 0 | $0 |
| J MICHAEL WATT | Director Trustee or director | 0 | $0 |
| GARY PHILLIPS | President & CEO Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1821 FIFTH AVE, SAN RAFAEL, CA 94901-1787
- In care of
- % WMSHB
- Mailing address (990-N for 2021)
- 1821 FIFTH AVENUE, SAN RAFAEL CA 94901
- Principal officer (990-N for 2021)
- JUDITH DENNING, 7240 BROWER WAY, SAN RAMON CA 94582
- Signed the 990
- DOUG MURRAY, Treasurer
- Phone
- (415) 203-0925
- Return prepared by
- Judith Denning CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3177246 or by the name ROTARY CLUB OF SAN RAFAEL FUND.
- 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
SCHOLARSHIPS, EDUCATOR AWARDS, FINANCIAL SUPPORT OF COMMUNITY ORGANIZATIONS
Program accomplishments
- PROVIDED COLLEGE SCHOLARSHIPS FOR NEEDY SAN RAFAEL HIGH SCHOOL GRADUATESExpenses $28,000
- PROVIDED FUNDS FOR SELECTED TEACHERS IN CLASSROOMS IN SAN RAFAEL ELEMENTARY SCHOOLSExpenses $9,411
- ROTARY MANOR RENTAL ASSISTANCE PROGRAMExpenses $8,027
- COMMUNITY SERVICE PROJECTSExpenses $2,800
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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
- 94-3177246
- 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
- 1993
- Accounting year ends
- June
- Files
- Form 990-N (e-Postcard)
- Assets (IRS master file)
- $634,342
- Income (IRS master file)
- $46,120
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $46,120 | $48,577 | $634,342 | XML |
| 990 | June 2024 | $58,894 | $54,668 | $591,086 | XML |
| 990 | June 2023 | $68,030 | $25,010 | $554,454 | IRS |
| 990-N for 2021 Officer: JUDITH DENNING | June 30, 2022 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2020 Officer: Judith Denning | June 30, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990 | June 2020 | – | – | – | 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 94-3177246).
Questions about ROTARY CLUB OF SAN RAFAEL FUND
- What is the EIN of ROTARY CLUB OF SAN RAFAEL FUND?
- The employer identification number (EIN) of ROTARY CLUB OF SAN RAFAEL FUND is 94-3177246.
- Is ROTARY CLUB OF SAN RAFAEL FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to ROTARY CLUB OF SAN RAFAEL FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROTARY CLUB OF SAN RAFAEL FUND file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of ROTARY CLUB OF SAN RAFAEL FUND 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 ROTARY CLUB OF SAN RAFAEL FUND 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 ROTARY CLUB OF SAN RAFAEL FUND?
- The 990-N for 2021 names JUDITH DENNING.
- Who are the officers and directors of ROTARY CLUB OF SAN RAFAEL FUND?
- The 990 for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does ROTARY CLUB OF SAN RAFAEL FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $46,120, expenses of $48,577 and total assets of $634,342 at year end.
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