Public Charity

NOVATO ROTARY ENDOWMENT

NOVATO ROTARY ENDOWMENT is a nonprofit organization categorized as Public Charity based in NOVATO, CA. Its most recent IRS filing (2025) reports revenue of $309K, expenses of $142K, total assets of $3.4M. Imperigo tracks 10 reported grant relationships connected to this organization totaling approximately $120K.

EIN: 943168507 NOVATO, CA Latest filing: 2025
Total Revenue$309K
Total Expenses$142K
Total Assets$3.4M
Grant Records10
Funding Total$120K
Filing Years2021–2025

Mission

THE NOVATO ROTARY ENDOWMENT'S PURPOSE IS TO RECEIVE AND INVEST CONTRIBUTIONS OF MONEY OR PROPERTY AND APPLY THE INCOME TO CHARITABLE, OR EDUCATIONAL PROJECTS AND PROGRAMS THAT HAVE BEEN APPROVED BY THE NOVATO ROTARY CLUB BOARD OF DIRECTORS.

Sample Grants Received

2024
ECON. AND COMMUNITY DEVELOP.-HUMANITARIAN-DAF
$19,500
2024
PUBLIC, SOCIETAL BENEFIT
$11,132
2024
For grant recipient's exempt purposes
$5,500
2023
ECON. AND COMMUNITY DEVELOP.-HUMANITARIAN-DAF
$17,800
2023
For grant recipient's exempt purposes
$5,050

Showing up to 5 of 10 total records — full history available with membership.

Officers & Directors

TREASURER Allen Shirley
PRESIDENT Brad Williams
SECRETARY Delyn Kies

Officer compensation and complete director data available with membership.

Top Grant Purposes

ECON. AND COMMUNITY DEVELOP.-HUMANITARIAN-DAF
$82,750 5 grants
For grant recipient's exempt purposes
$26,300 4 grants
PUBLIC, SOCIETAL BENEFIT
$11,132 1 grant

Financial Trends

Year Revenue Expenses Assets
2025 $309K $142K $3.4M
2024 $257K $179K $8.1M
2023 $202K $156K $7.9M
2022 $242K $140K $7.7M
2021 $371K $150K $7.8M

Between 2021 and 2025, reported annual revenue declined from $371K to $309K (-17%), with total assets most recently reported at $3.4M.

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

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