2025-05-15T18:07:31-05:00 2024-06-30 943384475 TIMPSON GARCIA LLP 70 WASHINGTON STREET SUITE 300 OAKLAND CA 946073705 990 2023-07-01 942434641 OAKLAND ROTARY ENDOWMENT OAKL 5104512120 1736 FRANKLIN STREET 200 OAKLAND CA 94612 PAMELA CLAASSEN TREASURER 5104512120 2025-05-15 1 1 WILLIAM E MOY P00379080 5108322325 2025-05-15 2023 2025-03-06 01:10:19Z PAMELA CLAASSEN 1736 FRANKLIN STREET 200 OAKLAND CA 94612 757234 0 1 X WWW.OAKLAND-ROTARY.ORG X 1977 CA DEVELOP AND PROMOTE BETTER QUALITY OF LIFE IN THE LOCAL AND INTERNATIONAL COMMUNITY AND HELP YOUNG MEN AND WOMEN IN OBTAINING ACADEMIC AND VOCATIONAL EDUCATION AND EMPLOYMENT. 14 14 0 825 0 0 223461 254840 0 0 132391 157992 53532 80807 409384 493639 268587 319483 0 0 0 0 0 0 0 153556 175824 422143 495307 -12759 -1668 4589526 5156145 318121 515274 4271405 4640871 DEVELOP AND PROMOTE BETTER QUALITY OF LIFE IN THE LOCAL AND INTERNATIONAL COMMUNITY AND HELP YOUNG MEN AND WOMEN IN OBTAINING ACADEMIC AND VOCATIONAL EDUCATION AND EMPLOYMENT. 0 0 138000 132000 PROVIDE YOUNG MEN AND WOMEN WITH EDUCATIONAL MENTORING AND SCHOLARSHIPS FOR HIGHER POST SECONDARY EDUCATION. 343632 187483 SUPPORT FOR LOCAL, DOMESTIC, AND INTERNATIONAL PROJECTS PROMOTING A BETTER QUALITY OF LIFE. 481632 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 1 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 CA X X JESSE BOWDLE 5104512120 1736 FRANKLIN STREET OAKLAND CA 94612 X CES BUTNER PRESIDENT 1.00 X X 0 0 0 JASON WIZELMAN VICE PRESIDENT 1.00 X X 0 0 0 KYMBERLY MILLER SECRETARY 1.00 X X 0 0 0 PAM CLAASSEN TREASURER 1.00 X X 0 0 0 MARY GEONG TRUSTEE 0.50 X 0 0 0 KEVIN KELLY TRUSTEE 0.50 X 0 0 0 TRISHA CONNERS TRUSTEE 0.50 X 0 0 0 JULIE FOX TRUSTEE 0.50 X 0 0 0 KEN VENSON TRUSTEE 0.50 X 0 0 0 KEITH GIRON TRUSTEE 0.50 X 0 0 0 KERRY HAMILL TRUSTEE 0.50 X 0 0 0 STEPHEN BLAIR TRUSTEE 0.50 X 0 0 0 MERLIN EDWARDS TRUSTEE 0.50 X 0 0 0 CJ HIRSCHFIELD TRUSTEE 0.50 X 0 0 0 0 0 0 0 0 0 0 0 39450 215390 26200 254840 139051 139051 212936 193995 18941 18941 18941 150407 39450 69600 80807 80807 493639 157992 0 80807 187483 187483 132000 132000 97978 97978 PROGRAM EXPENSES 60822 60822 DONATIONS TO HONOR SPEA 8000 8000 BAD DEBTS 3427 3427 MISCELLANEOUS EXPENSES 3349 3349 2248 2248 495307 481632 13675 0 83166 260064 66611 27608 4439749 4868473 4589526 5156145 16601 127460 301520 387814 318121 515274 X 3985158 4361413 286247 279458 4271405 4640871 4589526 5156145 -1668 400733 -30000 401 0 X 0 0 0 X 187737 469349 226384 209311 241590 1334371 85512 74207 162670 107888 163657 593934 273249 543556 389054 317199 405247 1928305 0 0 0 1928305 121181 118611 215834 134522 139051 729199 121181 118611 215834 134522 139051 729199 394430 662167 604888 451721 544298 2657504 0.72560 0.71070 0.27440 0.28930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2267254 2300 2269554 2255254 12000 2267254 2254204 1050 2255254 2295174 3450 44420 2254204 2230265 64909 2295174 0 0 0 SCHOLARSHIP COMMITMENT 321712 DUE TO OAKLAND ROTARY CLUB 66102 387814 MAIN EVENT 189857 39450 150407 24676 1500 17225 189857 39450 150407 24676 1500 17225 43401 107006 1 OAKLAND UNIFIED SCHOOL DISTRICT 1000 BROADWAY STREET SUITE 300 OAKLAND CA 94607 946000385 501(C)(3) 31750 0 TO PROVIDE SCHOOL SUPPLIES FOR TRANSITIONAL KINDERGARTENERS CHILDREN'S FAIRYLAND 699 BELLEVUE AVENUE OAKLAND CA 94610 943209054 501(C)(3) 16940 0 FIELD TRIP FOR TRANSITIONAL KINDERGARTENERS ROTARY DISTRICT 5170 FOUNDATION PO BOX 1166 LIVERMORE CA 94551 943016176 501(C)(3) 19500 0 TO PROVIDE FUNDS FOR INTERNATIONAL RELIEF INITIATIVES HARBOR HOUSE MINISTRIES 1811 11TH AVENUE OAKLAND CA 94606 237133986 501(C)(3) 8603 0 SUPPORT FOR LOCAL ORGANIZATIONS PROMOTING A BETTER QUALITY OF LIFE. OAKLAND CATHOLIC WORKER 4848 INTERNATIONAL BOULEVARD OAKLAND CA 94601 943088087 501(C)(3) 8603 0 SUPPORT FOR LOCAL ORGANIZATIONS PROMOTING A BETTER QUALITY OF LIFE. OPERATION DIGNITY 318 HARRISON STREET SUITE 302 OAKLAND CA 94607 943176007 501(C)(3) 8603 0 SUPPORT FOR LOCAL ORGANIZATIONS PROMOTING A BETTER QUALITY OF LIFE. ST MARY'S CENTER PO BOX 23403 OAKLAND CA 94623 680172229 501(C)(3) 8603 0 SUPPORT FOR LOCAL ORGANIZATIONS PROMOTING A BETTER QUALITY OF LIFE. ALAMEDA COUNTY COMMUNITY FOOD BANK PO BOX 2599 OAKLAND CA 94614 942960297 501(C)(3) 8603 0 SUPPORT FOR LOCAL ORGANIZATIONS PROMOTING A BETTER QUALITY OF LIFE. ST VINCENT DE PAUL SOCIETY 2272 SAN PABLO AVE OAKLAND CA 94612 941156493 501(C)(3) 8603 0 SUPPORT FOR LOCAL ORGANIZATIONS PROMOTING A BETTER QUALITY OF LIFE. TREES FOR OAKLAND 360 GRAND AVE 261 OAKLAND CA 94610 942751052 501(C)(3) 8000 0 AID TREE PLANTING AND SUPPORT FOR WATER TANK AND TRAILER SYSTEM OAKLAND ZOO PO BOX 5238 OAKLAND CA 94605 941687847 501(C)(3) 8000 0 HELP WILDLIFE AROUND THE GLOBE SCHOLARSHIP GRANTS - PAYABLE OVER 4 YEARS 38 132000 PART I, LINE 2: OAKLAND ROTARY ENDOWMENT REQUESTS THAT EACH GRANT RECIPIENT PROVIDE A WRITTEN REPORT REGARDING THE USE OF THE GRANT PROCEEDS. X VACATION AND TOUR PACKAGES 10 26200 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IN THE OAKLAND ROTARY ENDOWMENT IS CONTINGENT UPON MEMBERSHIP IN THE ROTARY CLUB OF OAKLAND. FORM 990, PART VI, SECTION B, LINE 11B A COMMITTEE CONSISTING OF THE EXECUTIVE DIRECTOR AND TREASURER REVIEWS THE FORM 990 PRIOR TO FILING THE RETURN. A COPY OF THE FORM 990 IS SUBSEQUENTLY PROVIDED TO ALL BOARD MEMBERS AT THE NEXT BOARD MEETING, WHICH MAY OCCUR AFTER THE FILING OF THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C INDIVIDUALS AND BUSINESSES QUALIFIED TO PROVIDE GOODS AND SERVICES TO OAKLAND ROTARY OFTEN ARE OR BECOME MEMBERS, THEREFORE, THERE MAY BE TIMES WHEN A MEMBER MAY BE COMMERCIALLY ENGAGED BY ROTARY TO PROVIDE PROFESSIONAL SERVICES, OFFICE SUPPLIES AND EQUIPMENT, OR OTHER ITEMS. BECAUSE THESE SITUATIONS ALL INVOLVE CONFLICT OF INTEREST, THE FOLLOWING PROCEDURES APPLY: IF AN ISSUE IS TO BE DECIDED BY THE BOARD THAT INVOLVES POTENTIAL CONFLICT OF INTEREST FOR A BOARD MEMBER IT IS THE RESPONSIBILITY OF THE BOARD MEMBER TO: A. IDENTIFY THE POTENTIAL CONFLICT OF INTEREST. B. RECUSE HIMSELF/HERSELF FROM DISCUSSION OF THE PROGRAM OR MOTION BEING CONSIDERED. C. NOT VOTE ON THE ISSUE. IT IS THE RESPONSIBILITY OF THE BOARD TO: A. ONLY DECIDE TO HIRE OR CONTRACT WITH A BOARD MEMBER IF THEY ARE THE BEST QUALIFIED INDIVIDUALS AVAILABLE, AND WILL PROVIDE THE GOODS OR SERVICE NEEDED AT THE BEST PRICE. B. RECORD IN THE MINUTES OF THE BOARD MEETING THE POTENTIAL CONFLICT OF INTEREST, AND THE USE OF THE PROCEDURES AND CRITERIA OF THIS POLICY. ALTHOUGH IT IS NOT A CONFLICT OF INTEREST TO REIMBURSE BOARD MEMBERS FOR EXPENSES INCURRED, BOARD MEMBERS ARE PROHIBITED BY LAW FROM BEING PAID FOR SERVING THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 RECORDS OF THE ORGANIZATION ARE AVAILABLE FOR INSPECTION UPON REQUEST AT THE BUSINESS OFFICE DURING NORMAL BUSINESS HOURS. FINANCIAL STATEMENTS CAN ALSO BE VIEWED ON THE GUIDESTAR.COM WEBSITE. ROTARY CLUB OF OAKLAND 1736 FRANKLIN STREET SUITE 200 OAKLAND CA 94612 940727375 MEMBERSHIP AND VOLUNTARY SERVICE ORGANIZATION CA 501(C)(4) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 ROTARY CLUB OF OAKLAND P 61000 ALLOCATION