Berkeley Rotary Endowment

BERKELEY, CA EIN: 94-2758098

WORLD PEACE THROUGH UNDERSTANDING.

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$1.2M

+4.2% YoY

Annual Giving

$79K

+47.0% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$79K

+47.0% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$94K$187K$281K$375K20202021202220232024
Metric202420232022
Total Assets$1,168,052$1,121,258$1,129,383
Revenue$243,207$340,514$231,649
Expenses$253,655$224,871$260,289
Qualifying Distributions
Net Investment Income$44,393$141,192$30,192
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$34K$68K$102K$135K2 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

OTHER LOCAL PROJECTS$79K

Grant Size Distribution

6 grants across all recorded years

1<$50K4$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Berkeley Rotary Endowment fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
TINA ETCHEVERRYENDOWMNT TREAS4
KENNETH RENWORTHCLUB PRES ELECT1
OSCAR H LUNATRUSTEE1
LINDA COGOZZOTRUSTEE1
GRIER GRAFFENDOWMNT SECTY2
JOCELYN PITTELTRUSTEE1
HELENA MEYER-KNAPPCLUB SECTY1
JACQUELINE PETERS HAMMONDCLUB TREAS1
ELIZABETH TYLERCLUB President1
LEWIS AMESTRUSTEE1
DAVID POOCKTRUSTEE1
JASON RUSSELLTRUSTEE1
ARLENE MARCUSCLUB PAST-PRES1

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

1states

States

Cities

Berkeley

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

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