Bakersfield Rotary- Waterman Foundation

BAKERSFIELD, CA EIN: 77-0031890

TO ASSIST IN THE CONTINUED DEVELOPMENT OF CHARITABLE AND EDUCATIONAL ORGANIZATIONS.

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$1.4M

+7.1% YoY

Annual Giving

$78K

+0.5% YoY

Grant Count

5

+0.0% YoY

Avg Grant Size

$16K

+0.5% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$55K$111K$166K$221K20202021202220232024
Metric202420232022
Total Assets$1,413,429$1,319,226$1,334,694
Revenue$69,492$91,014$201,298
Expenses$83,978$82,671$65,433
Qualifying Distributions
Net Investment Income$43,012$41,484$76,428
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$23K$47K$70K$94K5 grants20206 grants20216 grants20225 grants20235 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

CSUB$28KGolden Empire Gleaners$20KBAKERSFIELD COLLEGE$12KAssistance League of Bak…$11KHoffman Hospice$8K

Grant Size Distribution

27 grants across all recorded years

27<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Bakersfield Rotary- Waterman Foundation fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Kristen Beal WatsonDirector1
Ray W WatsonDirector1
Justin LelandDirector1
Jim DamianDirector1
Steve RoachPresident1
Shawn KellyTreasurer1

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

1states

States

Cities

BakerfieldBakersfield

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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