Nonprofit · EIN 94-6064219
SAN FRANCISCO ROTARY FOUNDATION
Tax-exempt · SAN FRANCISCO, CA 94104
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $868,282 | $295,469 | $572,813 | $6,506,774 | $0 | $6,506,774 |
| June 30, 2024 | 990 | $394,999 | $274,353 | $120,646 | $6,014,479 | $22,333 | $5,992,146 |
| June 30, 2023 | 990 | $365,307 | $250,858 | $114,449 | $5,342,829 | $0 | $5,342,829 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $46,020
- Program service revenue
- $0
- Investment income
- $822,262
- Net gain from sales of assets
- $673,821
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $233,102
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $7,660
- Program services (functional)
- $233,102
- Management and general (functional)
- $62,367
Balance sheet and other
- Total assets, start of year
- $6,014,479
- Total assets, end of year
- $6,506,774
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,506,774
- Publicly traded securities
- $6,258,824
- Net assets without donor restrictions
- $6,152,959
- Net assets with donor restrictions
- $353,815
- Gross receipts
- $868,282
- Employees
- 0
- Volunteers
- 14
- Year formed
- 1962
- 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 |
|---|---|---|---|
| EMILY BORLAND | TREASURER Trustee or director, Officer | 3 | $0 |
| MARY LIU | DIRECTOR Trustee or director | 1 | $0 |
| JT FORBUS | DIRECTOR Trustee or director | 1 | $0 |
| GARY DALES | DIRECTOR Trustee or director | 1 | $0 |
| CHRISTOPHER WISEMAN | PRESIDENT Trustee or director, Officer | 5 | $0 |
| ALISHA MARFATIA | DIRECTOR Trustee or director | 1 | $0 |
| SUNNY SINGH | DIRECTOR Trustee or director | 1 | $0 |
| ROBIN AZEVDO | VICE PRESIDENT Trustee or director, Officer | 3 | $0 |
| BOB HERMANN | DIRECTOR Trustee or director | 1 | $0 |
| TOM BRUNNER | DIRECTOR Trustee or director | 1 | $0 |
| FRANK YOKE | SECRETARY Trustee or director, Officer | 3 | $0 |
| STACEY POOLE | DIRECTOR Trustee or director | 1 | $0 |
| PETER LOGAN | DIRECTOR Trustee or director | 1 | $0 |
| LARRY BOOTH | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EMILY BORLAND | DIRECTOR Trustee or director | 1 | $0 |
| MARY LIU | DIRECTOR Trustee or director | 1 | $0 |
| JT FORBUS | DIRECTOR Trustee or director | 1 | $0 |
| GARY DALES | DIRECTOR Trustee or director | 1 | $0 |
| CHRISTOPHER WISEMAN | PRESIDENT Trustee or director, Officer | 5 | $0 |
| ALISHA MARFATIA | DIRECTOR Trustee or director | 1 | $0 |
| SUNNY SINGH | DIRECTOR Trustee or director | 1 | $0 |
| ROBIN AZEVDO | VICE PRESIDENT Trustee or director, Officer | 3 | $0 |
| BOB HERMANN | DIRECTOR Trustee or director | 1 | $0 |
| TOM BRUNNER | TREASURER Trustee or director, Officer | 3 | $0 |
| FRANK YOKE | SECRETARY Trustee or director, Officer | 3 | $0 |
| STACEY POOLE | DIRECTOR Trustee or director | 1 | $0 |
| PETER LOGAN | DIRECTOR Trustee or director | 1 | $0 |
| LARRY BOOTH | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBIN AZEVEDO | DIRECTOR Trustee or director | 1 | $0 |
| MARY LIU | DIRECTOR Trustee or director | 1 | $0 |
| JT FORBUS | DIRECTOR Trustee or director | 1 | $0 |
| GARY DALES | DIRECTOR Trustee or director | 1 | $0 |
| LUIS MORAN | PRESIDENT Trustee or director, Officer | 5 | $0 |
| ALISHA MARFATIA | DIRECTOR Trustee or director | 1 | $0 |
| SUNNY SINGH | DIRECTOR Trustee or director | 1 | $0 |
| JOHN MATHERS | VICE PRESIDENT Trustee or director, Officer | 3 | $0 |
| BOB HERMANN | DIRECTOR Trustee or director | 1 | $0 |
| TOM BRUNNER | TREASURER Trustee or director, Officer | 3 | $0 |
| BILL POPPEN | SECRETARY Trustee or director, Officer | 3 | $0 |
| JYOTI CHOKSHI | DIRECTOR Trustee or director | 1 | $0 |
| PETER LOGAN | DIRECTOR Trustee or director | 1 | $0 |
| CHRISTOPHER WISEMAN | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 220 SANSOME ST, SAN FRANCISCO, CA 94104-2321
- In care of
- % ARNZEN
- Principal officer (990 for 2024)
- EMILY BORLAND, 220 SANSOME ST 900, SAN FRANCISCO, CA 94104
- Signed the 990
- EMILY BORLAND, TREASURER
- Phone
- (415) 956-5700
- Return prepared by
- Tarlson & Associates
California records
California keeps its own records of charities and corporations. Search them by EIN 94-6064219 or by the name SAN FRANCISCO ROTARY 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
MAKE CHARITABLE CONTRIBUTIONS ON BEHALF OF FOUNDATIONS DONORS
Program accomplishments
- COLANT USF SCHOLARSHIP - SCHOLARSHIP FOR SELECTED UNIVERSITY OF SAN FRANCISCO STUDENTSExpenses $25,842 · grants $22,500 · revenue $33,879
- CATHOLIC CHARITIES - ENHANCING CARE FOR THE DISADVANTAGED IN SAN FRANCISCOExpenses $10,000 · grants $10,000
- THE ARC SF - LEARNING AND ACHIEVEMENT CENTER FOR ADULTS WITH DEVELOPMENTAL DISABILITIESExpenses $18,500 · grants $18,500
- OTHER CHARITABLE CONTRIBUTIONS - SF MARIN FOOD BANK, DEI FILM FESTIVAL, ADMTCHP SF CASTRO, BUILDING EDUCATION FOR THE FUTURE FAMILY HOUSE, ALZHEIMERS ASSN, AQUARIUM BY THE BAY, SMUIN BALLET, HOMELESS PRENATAL PROJECT SF ROTARY SERVICE INC, ALLIANCE FOR SMILESExpenses $178,760 · grants $182,102 · revenue $834,404
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 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
- 94-6064219
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1962
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $6,506,774
- Income (IRS master file)
- $868,282
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $868,282 | $295,469 | $6,506,774 | XML |
| 990 | June 2024 | $394,999 | $274,353 | $6,014,479 | XML |
| 990 | June 2023 | $365,307 | $250,858 | $5,342,829 | XML |
| 990 | June 2022 | $507,545 | $258,100 | $4,844,650 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 94-6064219).
Questions about SAN FRANCISCO ROTARY FOUNDATION
- What is the EIN of SAN FRANCISCO ROTARY FOUNDATION?
- The employer identification number (EIN) of SAN FRANCISCO ROTARY FOUNDATION is 94-6064219.
- Is SAN FRANCISCO ROTARY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1962.
- Are donations to SAN FRANCISCO ROTARY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does SAN FRANCISCO ROTARY FOUNDATION 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 SAN FRANCISCO ROTARY FOUNDATION 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 SAN FRANCISCO ROTARY FOUNDATION 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 SAN FRANCISCO ROTARY FOUNDATION?
- The 990 for the year ended June 30, 2025 names EMILY BORLAND.
- Who are the officers and directors of SAN FRANCISCO ROTARY FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 14 people; 0 received compensation from the organization.
- How much revenue does SAN FRANCISCO ROTARY FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $868,282, expenses of $295,469 and total assets of $6,506,774 at year end.
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