Public Charity

Concord Rotary Endowment

Concord Rotary Endowment is a Public Charity headquartered in Concord, CA. Financial data from the 2025 filing: $64K revenue, $78K expenses, $1.3M total assets. 2 publicly reported grants to this organization, totaling roughly $15K, appear in IRS filings.

EIN: 942970886 Concord, CA Community Service Clubs NTEE: S80 Latest filing: 2025
Total Revenue$64K
Total Expenses$78K
Total Assets$1.3M
Grant Records2
Funding Total$15K
Filing Years2021–2025

Mission

Mission and ActivitiesThe organization is funded through various public donations and fundraisersthe earnings of such activities are distributed for charitable, scientific

Officers & Directors

Director Dave Litty
Chief Financial Officer Gregory Grassi
Director Guy Bjerke
Club President Jim Kohl
President Kevin Matteri
Director Memory Woodard

Officer compensation and complete director data available with membership.

Top Grant Purposes

Menstrual health product accessibility
$9,000 1 grant
FOR RECIPIENT'S EXEMPT PURPOSE
$5,750 1 grant

Financial Trends

Year Revenue Expenses Assets
2025 $64K $78K $1.3M
2024 $75K $76K $1.3M
2023 $-7K $64K $1.3M
2022 $106K $64K $1.3M
2021 $84K $69K $1.3M

Between 2021 and 2025, reported annual revenue declined from $84K to $64K (-24%), with total assets most recently reported at $1.3M.

Interactive year-over-year charts and full filing details available with membership.

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