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California · Nonprofit

ROTARIAN FOUNDATION OF LIVERMORE

ROTARIAN FOUNDATION OF LIVERMORE (California) receives grants from 7 organizations whose IRS filings report $196,343 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($82,900). 4 of them have funded it in more than one year, and 86% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.

Revenue FY2025
$523k
Funders on record
7
Grants received
$196k
Net assets
$5.6M
4/7 repeat funderspeak grant-dependency 15%
01What it does

What Rotarian Foundation of Livermore does

Mission

The goal of the foundation is to create opportunities for livermore organizations that enrich lives and build the community with a focus on youth. The foundation supports projects which may have the greatest impact per dollar.

As stated on its FY2025 Form 990.

Programs

  1. Grants are given after application and review to local organizations for worthwhile projects relating to youth and community services

    $290,933 spentof which $258,998 as grants
    63% of program spending
  2. Contributed to various rotary international projects

    $78,957 spentof which $78,957 as grants
    17% of program spending
  3. Donated to various local scholarship funds

    $70,300 spentof which $70,300 as grants
    15% of program spending
  4. Provided books for students in the livermore joint unified school district

    $14,497 spent
    3% of program spending
  5. Held a holiday party for underserved children of livermore and provided gifts

    $6,905 spent
    1% of program spending

The 5 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $461,592.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended.

100 = 20172017 Revenue 100 ($95k) Expenses 100 ($94k) Net assets 100 ($1.5M)2018 Revenue 128 ($122k) Expenses 108 ($102k) Net assets 95 ($1.4M)2020 Revenue 96 ($91k) Expenses 132 ($125k) Net assets 111 ($1.6M)2021 Revenue 197 ($188k) Expenses 209 ($198k) Net assets 146 ($2.1M)2022 Revenue 2075 ($2.0M) Expenses 243 ($230k) Net assets 242 ($3.5M)2023 Revenue 1200 ($1.1M) Expenses 360 ($340k) Net assets 334 ($4.9M)2024 Revenue 1453 ($1.4M) Expenses 399 ($377k) Net assets 364 ($5.3M)2025 Revenue 549 ($523k) Expenses 550 ($520k) Net assets 383 ($5.6M)
'17'18'20'21'22'23'24'25
Revenue (549)Expenses (550)Net assets (383)

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2021 to 2022, from $2.1M to $3.5M (+66%).

$1.5M
$1.4M
$1.6M
$2.1M
$3.5M
$4.9M
$5.3M
$5.6M
'17'18'20'21'22'23'24'25
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 2 of the last 8 reported years ran a deficit.

$908
’17
$20k
’18
−$33k
’20
−$10k
’21
$1.7M
’22
$805k
’23
$1.0M
’24
$4k
’25
2.2
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

'17'18'20'21'22'23'24'25
Listed34446654
Joined·+2·+0+4+3+3+1
No longer listed·1·02342
03Who funds it

Who funds it, year by year

2020 → 2023: the base held at 3 funders, grant income rose $13k → $27k.

5 of 7 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 86% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of ROTARIAN FOUNDATION OF LIVERMORE’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

ROTARIAN FOUNDATION OF LIVERMORE leans on a few funders — its largest provides 42% of grant income and the top three 81%; half comes from just 2 funders.

the vertical line marks half of all grant income — 2 funders to its left

86% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund ROTARIAN FOUNDATION OF LIVERMORE.

42%
largest funder
81%
top three
~4
effective funders

Largest funder’s share by year: 2020 88% · 2021 89% · 2022 54% · 2023 41% — diversifying over time.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

Where its funders are

86% of ROTARIAN FOUNDATION OF LIVERMORE's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Of the $28k that is directly attributable, 71% of it comes from California funders.

CA
MO

In-state vs out-of-state, by year

’20
’21
’22
California out of state home

Funder states come from each funder’s own filing. $168k arriving through sponsors registered in 4 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Organizations like ROTARIAN FOUNDATION OF LIVERMORE

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In California

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

89% of spending goes to programs.

Program 89%Management 11%Fundraising 0%

Governance

18
board members
100%
independent
–Conflict-of-interest policy–Whistleblower policy–Document retention✓Board reviewed the 990–Audited financials

Public support

64%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Files a return copy in 1 state

CA

Screen this organization

A dated, signed PDF of the compliance screen for ROTARIAN FOUNDATION OF LIVERMORE: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds ROTARIAN FOUNDATION OF LIVERMORE?
ROTARIAN FOUNDATION OF LIVERMORE (California) receives grants from 7 organizations whose IRS filings report $196,343 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($82,900). 4 of them have funded it in more than one year, and 86% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
How many funders does ROTARIAN FOUNDATION OF LIVERMORE have?
IRS filings report 7 organizations giving $196,343 in grants to ROTARIAN FOUNDATION OF LIVERMORE, 4 of which have funded it in more than one year.
Who is the largest funder of ROTARIAN FOUNDATION OF LIVERMORE?
FIDELITY INVESTMENTS CHARITABLE GIFT FUND is the largest funder on record, with $82,900 in grants. The full list of funders is on this page.
How can an organization like ROTARIAN FOUNDATION OF LIVERMORE find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in California. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 7 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing