Nonprofit · EIN 94-3287988
ROTARY DISTRICT 5150 CHARITABLE FOUNDATION
Tax-exempt · NOVATO, CA 94945
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-EZ | $6,451 | $316 | $6,135 | $22,274 | $0 | $22,274 |
| June 30, 2025 | 990-EZ | $6,545 | $42,684 | -$36,139 | $16,194 | $55 | $16,139 |
| June 30, 2024 | 990-EZ | $19,153 | $15,882 | $3,271 | $55,523 | $3,245 | $52,278 |
| June 30, 2023 | 990-EZ | $36,218 | $24,499 | $11,719 | $62,742 | $13,735 | $49,007 |
| June 30, 2022 | 990-EZ | $37,288 | $0 | $37,288 | $48,695 | $11,407 | $37,288 |
Financial details: 990-EZ for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $9,750
- Program service revenue
- $0
- Investment income
- $0
- Net income from fundraising events
- -$3,299
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Other expenses
- $316
Balance sheet and other
- Total assets, start of year
- $16,194
- Total assets, end of year
- $22,274
- Total liabilities, end of year
- $0
- Net assets, end of year
- $22,274
- Cash, savings and investments
- $22,274
- Gross receipts
- $12,365
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-EZ for the year ended June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Cyndy Simms | Trustee | 1 | $0 |
| Michael Ring | Treasurer | 2 | $0 |
| Mitone Griffiths | Trustee | 1 | $0 |
| Yuhui Chen | President | 2 | $0 |
| Anthony Villanueva | Trustee | 1 | $0 |
990-EZ for the year ended June 30, 2025: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Steve Wright | Trustee | 1 | $0 |
| Michael Ring | Treasurer | 2 | $0 |
| Mitone Griffiths | President | 2 | $0 |
| Yuhui Chen | Trustee | 1 | $0 |
| Anthony Villanueva | Trustee | 1 | $0 |
990-EZ for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Steve Wright | President | 5 | $0 |
| Michael Ring | Treasurer | 5 | $0 |
| Gary Chow | Trustee | 2 | $0 |
| Laine Hendricks | Trustee | 2 | $0 |
| Mitone Griffiths | Trustee | 2 | $0 |
990-EZ for the year ended June 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Danielle Lallement | Trustee | 2 | $0 |
| Michael Ring | Treasurer | 5 | $0 |
| Gary Chow | President | 5 | $0 |
| Steve Wright | Trustee | 2 | $0 |
| Laine Hendricks | Trustee | 2 | $0 |
990-EZ for the year ended June 30, 2022: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Danielle Lallement | President | 5 | $0 |
| Michael Ring | Treasurer | 5 | $0 |
| Mary Bates | Trustee | 2 | $0 |
| Gary Chow | Trustee | 2 | $0 |
| Steve Wright | Trustee | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 170 SADDLE WOOD DR, NOVATO, CA 94945-3449
- In care of
- % WILLIAM R CONKLIN
- Mailing address (990-N for 2020)
- 822 COLLEGE AVE BOX 692, KENTFIELD CA 94914
- Principal officer (990-N for 2020)
- MARY BATES, 822 COLLEGE AVE BOX 692, KENTFIELD CA 94914
- Signed the 990-EZ
- Michael Ring, Treasurer
- Phone
- (415) 892-3658
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3287988 or by the name ROTARY DISTRICT 5150 CHARITABLE FOUNDATION.
- 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
Fund projects within Rotary's areas of interest.
Program accomplishments
- SF Pride Parade - Fundraiser was held to raise money in support of the SF Pride parade.
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 | 990-EZ on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 94-3287988
- 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
- 1999
- Accounting year ends
- June
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T40)
- Assets (IRS master file)
- $22,274
- Income (IRS master file)
- $12,365
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2026 | $6,451 | $316 | $22,274 | XML |
| 990-EZ | June 2025 | $6,545 | $42,684 | $16,194 | XML |
| 990-EZ | June 2024 | $19,153 | $15,882 | $55,523 | XML |
| 990-EZ | June 2023 | $36,218 | $24,499 | $62,742 | XML |
| 990-EZ | June 2022 | $37,288 | $0 | $48,695 | XML |
| 990-N for 2020 Officer: MARY BATES | June 30, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2017 Officer: James Botko | June 30, 2018 | ≤ $50,000 receipts | – | – | e-Postcard |
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 94-3287988).
Questions about ROTARY DISTRICT 5150 CHARITABLE FOUNDATION
- What is the EIN of ROTARY DISTRICT 5150 CHARITABLE FOUNDATION?
- The employer identification number (EIN) of ROTARY DISTRICT 5150 CHARITABLE FOUNDATION is 94-3287988.
- Is ROTARY DISTRICT 5150 CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to ROTARY DISTRICT 5150 CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROTARY DISTRICT 5150 CHARITABLE FOUNDATION file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of ROTARY DISTRICT 5150 CHARITABLE FOUNDATION due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROTARY DISTRICT 5150 CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2026.
- Who is the principal officer of ROTARY DISTRICT 5150 CHARITABLE FOUNDATION?
- The 990-N for 2020 names MARY BATES.
- Who are the officers and directors of ROTARY DISTRICT 5150 CHARITABLE FOUNDATION?
- The 990-EZ for the year ended June 30, 2026 lists 5 people; 0 received compensation from the organization.
- How much revenue does ROTARY DISTRICT 5150 CHARITABLE FOUNDATION have?
- On its 990-EZ for the year ended June 30, 2026 it reported revenue of $6,451, expenses of $316 and total assets of $22,274 at year end.
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All nonprofits in NOVATO · California · Philanthropy, voluntarism and grantmaking foundations