Nonprofit · EIN 94-6112270
ROTARY CLUB OF SAN JOSE FOUNDATION INC
Tax-exempt · SAN JOSE, CA 95112
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $990,272 | $1,095,280 | -$105,008 | $8,308,227 | $6,410 | $8,301,817 |
| June 30, 2024 | 990 | $1,073,888 | $1,086,229 | -$12,341 | $8,074,881 | $56,185 | $8,018,696 |
| June 30, 2023 | 990 | $779,222 | $654,938 | $124,284 | $7,371,186 | $32,159 | $7,339,027 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $712,206
- of which government grants
- $55,000
- Program service revenue
- $0
- Investment income
- $350,572
- Net gain from sales of assets
- $127,824
- Net income from fundraising events
- -$105,636
- Other revenue
- -$72,506
Expenses
- Grants and similar amounts paid
- $514,695
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $1,023,146
- Management and general (functional)
- $70,816
- Fundraising (functional)
- $1,318
Balance sheet and other
- Total assets, start of year
- $8,074,881
- Total assets, end of year
- $8,308,227
- Total liabilities, end of year
- $6,410
- Net assets, end of year
- $8,301,817
- Publicly traded securities
- $7,239,881
- Net assets without donor restrictions
- $6,166,628
- Net assets with donor restrictions
- $2,135,189
- Gross receipts
- $1,129,908
- Employees
- 0
- Volunteers
- 200
- Year formed
- 1946
- 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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LESLEE HAMILTON | SECRETARY, EXECUTIVE DIREC Trustee or director, Officer | 20 | $0 | $135,000 | $16,042 |
| AUDREY FOX | PRESIDENT Trustee or director, Officer | 3 | $0 | $0 | $0 |
| GINGER SOTELO | VICE PRESIDENT, FINANCE Trustee or director, Officer | 3 | $0 | $0 | $0 |
| SCOTT PAINE | VICE PRESIDENT, GRANTS Trustee or director, Officer | 3 | $0 | $0 | $0 |
| MATT BRAKER | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| CHRISTINE BURROUGHS | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| JAIME CHAVEZ | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| DAVID DAVIS | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| SHISHIR DOCTOR | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| ALFREDA EGHAN | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| JANIKKE KLEM | TRUSTEE Trustee or director | 3 | $0 | $0 | $0 |
| DANIEL NEVIS | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| STEVE PROUTY | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| JASON STEIN | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| BRENDA SWINEY | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 15 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LESLEE HAMILTON | SECRETARY, EXECUTIVE DIREC Trustee or director, Officer | 20 | $0 | $135,000 | $17,496 |
| DAVID DAVIS | PRESIDENT Trustee or director, Officer | 3 | $0 | $0 | $0 |
| AUDREY FOX | VICE PRESIDENT, FINANCE Trustee or director, Officer | 3 | $0 | $0 | $0 |
| SHISHIR DOCTOR | VICE PRESIDENT, GRANTS Trustee or director, Officer | 3 | $0 | $0 | $0 |
| BRENDA SWINEY | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| CHRISTINE BURROUGHS | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| CLARENCE STONE | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| DANIEL NEVIS | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| GINGER SOTELO | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| JAIME CHAVEZ | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| JOSEPH QUILICI | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| MATT BRAKER | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| SCOTT PAINE | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| STEPHEN PROUTY | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| ALFREDA EGHAN | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 15 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| LESLEE HAMILTON | SECRETARY, EXECUTIVE DIRECTOR Trustee or director, Officer | 40 | $0 | $125,000 |
| CLARENCE STONE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CHRIS DUKE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| AUDREY FOX | VICE PRESIDENT, GRANTS Trustee or director, Officer | 3 | $0 | $0 |
| RAFE ANN DU BOIS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| MAURICIO CORDOVA | VICE PRESIDENT, FINANCE Trustee or director, Officer | 3 | $0 | $0 |
| SEAN O'KANE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| CHRISTINE BURROUGHS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| TOM COOMBS | TRUSTEE Trustee or director | 2 | $0 | $0 |
| SHISHIR DOCTOR | TRUSTEE Trustee or director | 2 | $0 | $0 |
| SCOTT PAINE | TRUSTEE Trustee or director | 2 | $0 | $0 |
| DAVID DAVIS | PRESIDENT Trustee or director, Officer | 3 | $0 | $0 |
| STEPHEN PROUTY | TRUSTEE Trustee or director | 2 | $0 | $0 |
| JOSEPH QUILICI | TRUSTEE Trustee or director | 2 | $0 | $0 |
| GINGER SOTELO | TRUSTEE Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1690 SENTER RD, SAN JOSE, CA 95112-2599
- Principal officer (990 for 2024)
- LESLEE HAMILTON, 1690 SENTER ROAD, SAN JOSE, CA 95112
- Signed the 990
- LESLEE HAMILTON, EXECUTIVE DIRECTOR
- Phone
- (408) 297-6100
- Website
- WWW.SJROTARY.ORG
- Return prepared by
- PPCO ADVISORS LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 94-6112270 or by the name ROTARY CLUB OF SAN JOSE FOUNDATION INC.
- 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
THE PRIMARY PURPOSE OF THE FOUNDATION IS TO PARTICIPATE IN COMMUNITY SERVICE AND PHILANTHROPY. THE FOUNDATION MAKES GRANTS TO AID YOUTH AND TO ASSIST IN COMMUNITY AND INTERNATIONAL SERVICE. THE PRIORITY OF THE FUNDING IS TO SUPPORT LOCAL AND COMMUNITY ORGANIZATIONS. THE FOUNDATION ALSO SPONSORS PROJECTS AND IDENTIFIABLE CAPITAL PURCHASES. GENERALLY, GRANTS ARE GIVEN FOR OPERATING EXPENSES, OFFICE AND ADMINISTRATIVE EXPENSES, THE PURCHASE OF REAL ESTATE, CONTRIBUTIONS TO A "GENERAL FUND OR "CAMPAIGN", OR TO AN INDIVIDUAL.
Program accomplishments
- GRANTS & PROJECTS: THE FOUNDATION MAKES SMALL CAPITAL GRANTS TO ASSIST LOCAL COMMUNITY NONPROFITS, DISASTER RELIEF EFFORTS, AND INTERNATIONAL SERVICE ORGANIZATIONS. THE MAJORITY OF FUNDING SUPPORTS LOCAL COMMUNITY ORGANIZATIONS. FOR EXAMPLE, SEVERAL ORGANIZATIONS RECEIVED GRANTS FOR COMPUTERS, WHICH FACILITATED THE COVID-INDUCED NEED TO WORK FROM HOME. OUR MEMBERS WERE INVOLVED IN PROJECTS IN VIETNAM, EL SALVADOR, TANZANIA, AND OTHER COUNTRIES. THE FOUNDATION ALSO SPONSORS PROJECTS AND IDENTIFIABLE CAPITAL PURCHASES.Expenses $867,257 · grants $434,819
- ROTARY INTERNATIONAL SERVICES: ROTARY INTERNATIONAL IS COMMITTED TO THE CONCEPT OF WORLD PEACE AND UNDERSTANDING. WITH THIS COMMITMENT IN MIND, THE ROTARY CLUB OF SAN JOSE LOOKS TO PROVIDE SERVICES OUTSIDE THE UNITED STATES TO HELP COMMUNITIES ABROAD AND TO ELIMINATE POLIO AROUND THE WORLD.Expenses $94,876 · grants $79,876
- ROTARY'S FIREWORKS COMMITTEE PARTNERED WITH THE SAN JOSE GIANTS TO PROVIDE A FIREWORKS SHOW AND CONCERT ON JULY 3 AND 4. THERE WAS A FREE VIEWING AREA ADJACENT TO THE STADIUM, AND 250 TICKETS WERE DISTRIBUTED TO COMMUNITY MEMBERS TO ATTEND THE CONCERT.Expenses $61,013 · revenue $3,395
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
- 94-6112270
- 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
- 1949
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $8,308,227
- Income (IRS master file)
- $1,129,908
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $990,272 | $1,095,280 | $8,308,227 | IRS |
| 990 | June 2024 | $1,073,888 | $1,086,229 | $8,074,881 | IRS |
| 990 | June 2023 | $779,222 | $654,938 | $7,371,186 | XML |
| 990 | June 2022 | $879,523 | $635,321 | $6,813,541 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 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 94-6112270).
Questions about ROTARY CLUB OF SAN JOSE FOUNDATION INC
- What is the EIN of ROTARY CLUB OF SAN JOSE FOUNDATION INC?
- The employer identification number (EIN) of ROTARY CLUB OF SAN JOSE FOUNDATION INC is 94-6112270.
- Is ROTARY CLUB OF SAN JOSE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1949.
- Are donations to ROTARY CLUB OF SAN JOSE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ROTARY CLUB OF SAN JOSE FOUNDATION INC 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 ROTARY CLUB OF SAN JOSE FOUNDATION 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 ROTARY CLUB OF SAN JOSE FOUNDATION INC 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 JOSE FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names LESLEE HAMILTON.
- Who are the officers and directors of ROTARY CLUB OF SAN JOSE FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does ROTARY CLUB OF SAN JOSE FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $990,272, expenses of $1,095,280 and total assets of $8,308,227 at year end.
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