Rotary Club 29 Foundation
Donations deductibleRevenue
$1.4m
year to 30 June 2025
Expenses
$272k
year to 30 June 2025
Total assets
$4.2m
$61k liabilities
Net assets
$4.1m
assets less liabilities
Directors and trustees
9
4.6y av
Staff
0
employees, year to 30 June 2025
Left since last filing
0
no seats appear to have opened
Officers and senior staff
14
named in Part VII
Rotary Club 29 Foundation's network
9 people6 organisationsi9 people and 6 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (9). Violet dotted lines (6) 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
9 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 15 voting members of its governing body on its latest Form 990 Part VI; we list 9 in Part VII (Part VII does not always name every voting member).| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Chuck Wiggin | At Large | 2019 | 7 yrs |
| David Walters | At Large | 2023 | 3 yrs |
| Dennis Shockley | At Large - International Serv | 2023 | 3 yrs |
| Jane Jenkins | At Large | 2022 | 4 yrs |
| Jim David | At Large | 2021 | 5 yrs |
| Kendra Robben | At Large | 2021 | 5 yrs |
| Kim Tran | At Large - Community Service | 2023 | 3 yrs |
| Sarah Roberts | At Large | 2022 | 4 yrs |
| Vered Harris | At Large | 2022 | 4 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
14 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Ann Ackerman | Club Vice President | since 2019 |
| Bill Hughes | Club Past Treasurer | 2023 |
| David Battles | Treasurer Club Past Treasure | 2022 |
| David Walters | Club Vice President | since 2020 |
| Dennis Shockley | Club Past Treasurer | 2019 |
| Ellen Fleming | Foundation Chair | 2019 |
| Jerrod Shouse | Club President - Elect | since 2021 |
| Lesli Massad | Club President - Elect | since 2020 |
| Matt Bown | Treasurer | 2023 |
| Mike Coats | Company secretary | 2023 |
| Ross Plourde | Club Immediate Past Treasurer | 2021 |
| Tim Dowd | Chair | 2023 |
| Tom Phillips | Foundation Chair | since 2019 |
| Wes Milbourn | Club President - Elect | since 2022 |
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.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Steve Shepewich | At Large-World Service Director | 2 | $0 | ||
| Jake Krattiger | At Large-Domestic Service Director | 2 | $0 | ||
| Sarah Roberts | At Large | 2 | $0 | ||
| David Walters | At Large | 2 | $0 | ||
| Bill Hughes | At Large | 2 | $0 | ||
| Andy Rine | At Large | 2 | $0 | ||
| Tim Dowd | Chair | 2 | $0 | ||
| Suzanne Mitchell | Club President | 2 | $0 | ||
| Ross Plourde | Club President - Elect | 2 | $0 | ||
| Lesli Massad | Club Past President | 2 | $0 | ||
| Mark Neumeister | Club Past Treasurer | 2 | $0 | ||
| Matt Bown | Treasurer | 2 | $0 | ||
| Jim David | Secretary | 2 | $0 |
No pay was reported for anyone in Part VII on this return.
About
- Legal name
- Rotary Club 29 Foundation
- EIN
- 736093582
- Address
- 625 Nw 13th Street Ste 105, Oklahoma City, OK, 73103-2239
- State
- Oklahoma
- Mission
- Rotary Club 29 Foundation was established for the purpose of providing support for the philanthropic projects of the Rotary Club of Oklahoma City. (as filed on the Form 990)
- Activity (NTEE)
- S110 Community improvement and capacity building
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Community Improvement & Capacity Building
- Size band
- 6 (IRS master file code)
- Formed
- 1982
- IRS ruling date
- 1 March 1960
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 5, latest 2023
- IRS Publication 78
- PC (contributions deductible)
Most connected
Related organisations (Schedule R)
Longest observed on the filings
≥7years on the filingsChuck Wiggin
≥5years on the filingsJim David
≥5years on the filingsKendra Robben
≥4years on the filingsJane Jenkins
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
- $4.2m
- Total liabilities
- $61k
- Net assets or fund balances
- $4.1m
- Contributions and grants received
- $1m
- Program service revenue
- $0
- Grants and similar paid out
- $193k
- Employees
- 0
Grants paid
5 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.| Recipient | Purpose | Amount |
|---|---|---|
| Wings Special Needs Community | One Pledge Project | $85k |
| Oklahoma City Public Schools Founda | Literacy Award - One Pledge | $15k |
| Rotary District 6710 Foundation | Flood Disaster Relief | $10k |
| Donors Choose | Donors Choose Proceeds | $10k |
| Rotary Zones 3334 Foundation | Disaster Relief | $6k |