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Nonprofit · EIN 94-6129029

ROTARY SERVICE FUND OF BURLINGAME CALIFORNIA

Tax-exempt · BURLINGAME, CA 94011

Financials

$76K$30K2022$59K$55K2023$107K$81K2024
Revenue Expenses · by fiscal year end
Financials of ROTARY SERVICE FUND OF BURLINGAME CALIFORNIA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$107,206$80,903$26,303$664,011$5,000$659,011
June 30, 2024990$59,101$55,122$3,979$592,419$4,000$588,419
June 30, 2023990$76,480$30,465$46,015$538,477$4,000$534,477
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$33,695
Program service revenue
$0
Investment income
$36,994
Net income from fundraising events
$36,517
Other revenue
$36,517

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$80,903

Balance sheet and other

Total assets, start of year
$592,419
Total assets, end of year
$664,011
Total liabilities, end of year
$5,000
Net assets, end of year
$659,011
Publicly traded securities
$409,981
Gross unrelated business income
$36,994
Gross receipts
$165,478
Employees
0
Volunteers
0
Year formed
1925
State of legal domicile
CA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
AL ROYCEBOARD MEMBER
Officer
0.5$0
BOB DOERRBOARD MEMBER
Officer
0.5$0
BOBBA VENKATADRIBOARD MEMBER
Officer
0.5$0
CHARLENE DRUMMERBOARD MEMBER
Officer
0.5$0
DOUG PERSONPRESIDENT
Officer
0.5$0
FRITZ BRAUNERBOARD MEMBER
Officer
0.5$0
JEFF KROLIKBOARD MEMBER
Officer
0.5$0
JENNIFER PENCEBOARD MEMBER
Officer
0.5$0
JERRY WINGESBOARD MEMBER
Officer
0.5$0
JOE LA MARIANABOARD MEMBER
Officer
0.5$0
MARILYN ORRSECRETARY
Officer
0.5$0
NIMISHA MELAGBOARD MEMBER
Officer
0.5$0
PHIL SIEGLEPAST PRESIDENT
Officer
0.5$0
RAUL PULIDOBOARD MEMBER
Officer
0.5$0
SCOTT CAMPBELLTREASURER
Officer
0.5$0
1 more people on this return
NameTitleHours / weekCompensation
WILLIAM LIBOARD MEMBER
Officer
0.5$0
990 for the year ended June 30, 2024: 16 people
NameTitleHours / weekCompensation
BILL TIEDEMANBOARD MEMBER
Officer
0.5$0
CARY KOHPRESIDENT
Officer
0.5$0
CHRISTINE KROLIKBOARD MEMBER
Officer
0.5$0
DOUG PERSONBOARD MEMBER
Officer
0.5$0
FRITZ BRAUNERPAST PRESIDENT
Officer
0.5$0
JENNIFER PENCEBOARD MEMBER
Officer
0.5$0
JERRY WINGESBOARD MEMBER
Officer
0.5$0
MARILYN ORRSECRETARY
Officer
0.5$0
PHIL SIEGLEPRESIDENT ELECT
Officer
0.5$0
CAROL TANZIBOARD MEMBER
Officer
0.5$0
MARK JOHNSONBOARD MEMBER
Officer
0.5$0
NANCY BUSHBOARD MEMBER
Officer
0.5$0
SHERYL YOUNGBOARD MEMBER
Officer
0.5$0
SUZANNE JUPTNERBOARD MEMBER
Officer
0.5$0
BOB DOERRBOARD MEMBER
Officer
0.5$0
BOBBA VENKATADRIBOARD MEMBER
Officer
0.5$0
990 for the year ended June 30, 2023: 14 people
NameTitleHours / weekCompensation
CHRIS RAMIREZTREASURER
Officer
0.5$0
CHRISTINE KROLIKBOARD MEMBER
Officer
0.5$0
MARILYN ORRSECRETARY
Officer
0.5$0
CARY KOHPRESIDENT ELECT
Officer
0.5$0
FRITZ BRAUNERPRESIDENT ELECT
Officer
0.5$0
JOE LA MARIANAPAST PRESIDENT
Officer
0.5$0
MARK LUCCHESIBOARD MEMBER
Officer
0.5$0
JERRY WINGESBOARD MEMBER
Officer
0.5$0
PHIL SIEGLEBOARD MEMBER
Officer
0.5$0
MARK FRIEDMANBOARD MEMBER
Officer
0.5$0
FRANCES BOSCACCIBOARD MEMBER
Officer
0.5$0
BILL TIEDEMANBOARD MEMBER
Officer
0.5$0
DOUG PERSONBOARD MEMBER
Officer
0.5$0
JENNIFER PENCEBOARD MEMBER
Officer
0.5$0

Address and contacts

Address (IRS master file)
PO BOX 313, BURLINGAME, CA 94011-0313
Principal officer (990 for 2024)
PHIL SIEGLE, PO BOX 313, BURLINGAME, CA 94011
Signed the 990
PHIL SIEGLE, PRESIDENT
Phone
(650) 342-1304
Return prepared by
GALLIGAN THOMPSON & FLOCAS LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 94-6129029 or by the name ROTARY SERVICE FUND OF BURLINGAME CALIFORNIA.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

WE PROVIDE SERVICE TO OTHERS, PROMOTE INTEGRITY, AND ADVANCE WORLD UNDERSTANDING, GOODWILL, AND PEACE THROUGH OUR FELLOWSHIP OF BUSINESS, PROFESSIONAL, AND COMMUNITY LEADERS.

990 for the year ended June 30, 2025

Program accomplishments

  • SCHOLARSHIPS-FOUR YEAR COLLEGES
    Expenses $35,750 · grants $35,750
  • SCHOLARSHIPS WERE GIVEN TO VARIOUS STUDENTS IN LOCAL HIGH SCHOOLS AND UNIVERSITIES, INCLUDING INCENTIVE SCHOLARSHIPS TO MIDDLE SCHOOL STUDENTS PAYABLE UPONCOLLEGE MATRICULATION.
    Expenses $22,208 · grants $22,208
  • DISCRETIONARY CONTRIBUTIONS AND INTERNATIONAL CONTRIBUTIONS
    Expenses $19,040 · grants $19,040
  • Expenses $3,905

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
94-6129029
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1966
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$664,011
Income (IRS master file)
$165,478

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$107,206$80,903$664,011XML
990June 2024$59,101$55,122$592,419IRS
990June 2023$76,480$30,465$538,477XML
990-EZJune 2022–––IRS
990June 2021–––IRS
990-EZJune 2019–––IRS
990-EZJune 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-6129029).

Questions about ROTARY SERVICE FUND OF BURLINGAME CALIFORNIA

What is the EIN of ROTARY SERVICE FUND OF BURLINGAME CALIFORNIA?
The employer identification number (EIN) of ROTARY SERVICE FUND OF BURLINGAME CALIFORNIA is 94-6129029.
Is ROTARY SERVICE FUND OF BURLINGAME CALIFORNIA tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1966.
Are donations to ROTARY SERVICE FUND OF BURLINGAME CALIFORNIA tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does ROTARY SERVICE FUND OF BURLINGAME CALIFORNIA file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of ROTARY SERVICE FUND OF BURLINGAME CALIFORNIA due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ROTARY SERVICE FUND OF BURLINGAME CALIFORNIA last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of ROTARY SERVICE FUND OF BURLINGAME CALIFORNIA?
The 990 for the year ended June 30, 2025 names PHIL SIEGLE.
Who are the officers and directors of ROTARY SERVICE FUND OF BURLINGAME CALIFORNIA?
The 990 for the year ended June 30, 2025 lists 16 people; 0 received compensation from the organization.
How much revenue does ROTARY SERVICE FUND OF BURLINGAME CALIFORNIA have?
On its 990 for the year ended June 30, 2025 it reported revenue of $107,206, expenses of $80,903 and total assets of $664,011 at year end.

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