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Palo Alto Rotary Endowment Fund Inc

  • Palo Alto, CA
  • Tax-exempt since July 1984
  • EIN: 94-2815253

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$106k (2025)

Expenses
$69.5k (2025)

Total Assets
$1.34M (2025)

Total Liabilities
$0 (2025)

Source: Form 990 tax filings from 2012 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$106,421
Expenses
$69,474
Net Income
$36,947
Net Assets
$1,344,282
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $25,518
24.0%
Interest Revenue $0
Dividends $76,635
72.0%
Sales of Assets $4,268
4.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $62,000
89.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,344,282
Total Liabilities $0
Net Assets $1,344,282
Compensation
Key Employees and Officers Compensation Other
Betsy Bechtel (President) $0 $0
Peter Shambora (Secretary) $0 $0
Michael J Mcmahon (Treasurer) $0 $0
Dana Tom (Board Member) $0 $0
Julie Jerome (Board Member) $0 $0
Patty Mcguigan (Board Member) $0 $0
Liz Kniss (Board Member) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 17, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$136,946
Expenses
$63,831
Net Income
$73,115
Net Assets
$1,249,057
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $26,250
19.2%
Interest Revenue $0
Dividends $47,526
34.7%
Sales of Assets $63,170
46.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $57,000
89.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,249,057
Total Liabilities $0
Net Assets $1,249,057
Compensation
Key Employees and Officers Compensation Other
Betsy Bechtel (President) $0 $0
Peter Shambora (Secretary) $0 $0
Michael J Mcmahon (Treasurer) $0 $0
Dana Tom (Board Member) $0 $0
Julie Jerome (Board Member) $0 $0
Patty Mcguigan (Board Member) $0 $0
Liz Kniss (Board Member) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 13, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$55,214
Expenses
$58,586
Net Income
-$3,372
Net Assets
$1,153,511
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $17,500
31.7%
Interest Revenue $0
Dividends $47,338
85.7%
Sales of Assets -$9,624
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $52,000
88.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,153,511
Total Liabilities $0
Net Assets $1,153,511
Compensation
Key Employees and Officers Compensation Other
Betsy Bechtel (President) $0 $0
Peter Shambora (Secretary) $0 $0
Michael J Mcmahon (Treasurer) $0 $0
Dana Tom (Board Member) $0 $0
Julie Jerome (Board Member) $0 $0
Patty Mcguigan (Board Member) $0 $0
Liz Kniss (Board Member) $0 $0
+ View more people

Document Links

990-PF
Filed on Aug. 29, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$247,659
Expenses
$69,165
Net Income
$178,494
Net Assets
$1,098,805
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $185,805
75.0%
Interest Revenue $0
Dividends $51,805
20.9%
Sales of Assets $10,049
4.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $56,000
81.0%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,098,805
Total Liabilities $0
Net Assets $1,098,805
Compensation
Key Employees and Officers Compensation Other
Betsy Bechtel (President) $0 $0
Peter Shambora (Secretary) $0 $0
Michael J Mcmahon (Treasurer) $0 $0
Dana Tom (Board Member) $0 $0
Cash Allee (Board Member) $0 $0
Julie Jerome (Board Member) $0 $0
Patty Mcguigan (Board Member) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 8, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$83,262
Expenses
$55,185
Net Income
$28,077
Net Assets
$1,111,770
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $16,725
20.1%
Interest Revenue $0
Dividends $28,228
33.9%
Sales of Assets $38,309
46.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $49,000
88.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $1,111,771
Total Liabilities $1
Net Assets $1,111,770
Compensation
Key Employees and Officers Compensation Other
Bruce Swenson (President) $0 $0
Peter Shambora (Secretary) $0 $0
Oliver Coolidge (Board Member) $0 $0
Michael J Mcmahon (Treasurer) $0 $0
Dana Tom (Board Member) $0 $0
Betsy Bechtel (Board Member) $0 $0
Ben Threlkeld (Board Member) $0 $0
+ View more people

Document Links

990-PF
Filed on Sept. 14, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$111,834
Expenses
$47,976
Net Income
$63,858
Net Assets
$926,638
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $70,475
63.0%
Interest Revenue $0
Dividends $48,096
43.0%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $43,000
89.6%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $926,639
Total Liabilities $1
Net Assets $926,638
Compensation
Key Employees and Officers Compensation Other
Bruce Swenson (President) $0 $0
Peter Shambora (Secretary) $0 $0
Oliver Coolidge (Board Member) $0 $0
Michael J Mcmahon (Treasurer) $0 $0
Dana Tom (Board Member) $0 $0
Betsy Bechtel (Board Member) $0 $0
Amy Andonian (Board Member) $0 $0
Ben Threlkeld (Board Member) $0 $0
Jane Khalaf (Board Member) $0 $0
+ View more people

Document Links

990-PF
Filed on Sept. 29, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$56,311
Expenses
$45,901
Net Income
$10,410
Net Assets
$847,385
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $16,600
29.5%
Interest Revenue $0
Dividends $18,763
33.3%
Sales of Assets $20,948
37.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $44,242
96.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $847,385
Total Liabilities $0
Net Assets $847,385
Compensation
Key Employees and Officers Compensation Other
Julie Jerome (President) $0 $0
Pam Brandin (Secretary) $0 $0
David Holland (Board Member) $0 $0
Oliver Coolidge (Board Member) $0 $0
Steve Emslie (Board Member) $0 $0
Art Stauffer (Board Member) $0 $0
Bruce Swenson (Board Member) $0 $0
Michael J Mcmahon (Treasurer) $0 $0
+ View more people

Document Links

990-PF
Filed on Oct. 29, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$47,570
Expenses
$37,434
Net Income
$10,136
Net Assets
$851,785
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $20,675
43.5%
Interest Revenue $0
Dividends $15,631
32.9%
Sales of Assets $11,264
23.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $36,985
98.8%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $851,785
Total Liabilities $0
Net Assets $851,785
Compensation
Key Employees and Officers Compensation Other
Julie Jerome (President) $0 $0
Pam Brandin (Secretary) $0 $0
David Holland (Treasurer) $0 $0
Oliver Coolidge (Board Member) $0 $0
Steve Emslie (Board Member) $0 $0
Art Stauffer (Board Member) $0 $0
Bruce Swenson (Board Member) $0 $0
+ View more people

Document Links

990-PF
Filed on Sept. 10, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$53,368
Expenses
$43,478
Net Income
$9,890
Net Assets
$805,555
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $32,650
61.2%
Interest Revenue $0
Dividends $20,718
38.8%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $35,845
82.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $805,555
Total Liabilities $0
Net Assets $805,555
Compensation
Key Employees and Officers Compensation Other
Julie Jerome (President) $0 $0
Pam Brandin (Secretary) $0 $0
David Holland (Treasurer) $0 $0
Oliver Coolidge (Board Member) $0 $0
Steve Emslie (Board Member) $0 $0
Art Stauffer (Board Member) $0 $0
Bruce Swenson (Board Member) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 9, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$40,896
Expenses
$47,214
Net Income
-$6,318
Net Assets
$716,909
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $21,350
52.2%
Interest Revenue $0
Dividends $19,546
47.8%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $39,985
84.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $716,909
Total Liabilities $0
Net Assets $716,909
Compensation
Key Employees and Officers Compensation Other
David Holland (Treasurer) $0 $0
Julie Jerome (Secretary) $0 $0
Katie Seedman (Club Preside) $0 $0
Pam Brandin (Board Member) $0 $0
Oliver Coolidge (Board Member) $0 $0
Steve Emslie (Board Member) $0 $0
Art Stauffer (Board Member) $0 $0
Bruce Swenson (Board Member) $0 $0
Brian Steen (Board Member) $0 $0
+ View more people

Document Links

990-PF
Filed on Oct. 31, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$75,047
Expenses
$44,248
Net Income
$30,799
Net Assets
$754,237
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $59,705
79.6%
Interest Revenue $0
Dividends $15,342
20.4%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $36,815
83.2%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $754,237
Total Liabilities $0
Net Assets $754,237
Compensation
Key Employees and Officers Compensation Other
William Fogarty (President) $0 $0
David Holland (Treasurer) $0 $0
Julie Jerome (Secretary) $0 $0
Zafar Iqbal (Director) $0 $0
Roger Smith (Director) $0 $0
E J Hong (Club Preside) $0 $0
Katie Seedman (Club Preside) $0 $0
Pam Brandin (Board Member) $0 $0
Rob Lyman (Board Member) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 12, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$95,850
Expenses
$36,949
Net Income
$58,901
Net Assets
$736,302
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $81,940
85.5%
Interest Revenue $4
0.0%
Dividends $13,906
14.5%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $29,749
80.5%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $736,302
Total Liabilities $0
Net Assets $736,302
Compensation
Key Employees and Officers Compensation Other
William Fogarty (President) $0 $0
Rob Lyman (Treasurer) $0 $0
Derrick Britt (Secretary) $0 $0
David P Holland (Director) $0 $0
Zafar Iqbal (Director) $0 $0
Julie Jerome (Director) $0 $0
Roger Smith (Director) $0 $0
Steve Emslie (Club Preside) $0 $0
Ej Hong (Club Preside) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 13, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$51,662
Expenses
$31,627
Net Income
$20,035
Net Assets
$594,970
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $38,895
75.3%
Interest Revenue $49
0.1%
Dividends $12,718
24.6%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $26,160
82.7%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $594,971
Total Liabilities $1
Net Assets $594,970

Document Links

990-PF
Filed on April 10, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$33,893
Expenses
$35,300
Net Income
-$1,407
Net Assets
$523,204
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $24,466
72.2%
Interest Revenue $52
0.2%
Dividends $5,361
15.8%
Sales of Assets $4,014
11.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $26,630
75.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $523,205
Total Liabilities $1
Net Assets $523,204

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 3) PDF (3 of 3)

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending June
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2000

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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