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US nonprofit · EIN 330643757 · San Diego, CAiSource and licenceOrganisation record IRS Exempt Organizations Business Master File (EIN 330643757) - NTEE activity code, address.Board and officers IRS Form 990 annual filings, Part VII (directors, trustees, officers, key employees), read year by year to observe tenure.Latest return IRS Form 990 series e-file data - 990 for the year to 30 June 2025: assets, liabilities, staff, website, telephone, pay, grants paid (Schedule I).Finances by year IRS Form 990 e-file data - total revenue and total expenses by tax year.Renewal outlook Computed by Governance Register from the observed filing history and filed revenue (us-approach-v4-clean). Not a statement that the organisation is recruiting.Deductibility IRS Publication 78 data (code PC), downloaded 18 October 2026.Licence US Federal Government public domain.How we handle data

Point Loma Rotary Endowment Fund Inc

Donations deductible
Revenue
$106k
year to 30 June 2025
Expenses
$117k
year to 30 June 2025
Total assets
$532k
$7k liabilities
Net assets
$525k
assets less liabilities
Directors and trustees
5
2.4y av
Staff
0
employees, year to 30 June 2025
Left since last filing
0
no seats appear to have opened
Voting members
5
reported in Part VI
How am I connected?

Point Loma Rotary Endowment Fund Inc's network

5 people2 organisationsi5 people and 2 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (5). Violet dotted lines (2) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.

The board

5 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 5 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.
NameRole as filedSinceOn the board
Dave LeedomPresident2022
4 yrs
Donna WilderTreasurer2024
2 yrs
Gus GoldauDirector2025
1 yr
Mandy HavlikDirector2025
1 yr
Wendy MorrisonCompany secretary2024
2 yrs
Under 5 years5 to 6 years6 years or more

Pay and hours

year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.
NameTitle as filedHours a weekPay from the organisationRelated organisationsOther
Dave LeedomPresident2$0
Wendy MorrisonSecretary1$0
Mandy HavlikDirector1$0
Donna WilderTreasurer2$0
Gus GoldauDirector1$0

No pay was reported for anyone in Part VII on this return.

About

Legal name
Point Loma Rotary Endowment Fund Inc
EIN
330643757
Address
Po Box 6454, San Diego, CA, 92166-0454
State
California
Mission
Financial Support to Community and International Service Programs (as filed on the Form 990)
Activity (NTEE)
T70Z Philanthropy, voluntary services and grantmaking
IRS classification
501(c)03 (tax-exempt under section 501(c)(3) where shown)
Classified purpose
Philanthropy, Voluntarism & Grantmaking Foundations
Size band
5 (IRS master file code)
IRS ruling date
1 September 1995
Status
Code 01 (unconditional exemption)
Form 990 filings on record
7, latest 2025
IRS Publication 78
PC (contributions deductible)

Most connected

Longest observed on the filings

≥4years on the filingsDave Leedom
≥2years on the filingsDonna Wilder
≥2years on the filingsWendy Morrison
≥1years on the filingsGus Goldau

Latest return

year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.
Total assets
$532k
Total liabilities
$7k
Net assets or fund balances
$525k
Contributions and grants received
$850
Program service revenue
$0
Grants and similar paid out
$116k
Employees
0

Filed finances

1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.
Tax yearTotal revenueTotal expensesSurplus or deficit
2024$106k$117kDeficit $11k

As filed on the IRS Form 990. US dollars.

Grants paid

2 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.
RecipientPurposeAmount
UCSD Foundation$65k
Various Support under 5k$51k