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US nonprofit · EIN 942801451 · Stockton, CAiSource and licenceOrganisation record IRS Exempt Organizations Business Master File (EIN 942801451) - 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 time served.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. 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

Stockton Rotary Emdowment

Donations deductible
Revenue
$296k
year to 30 June 2025
Expenses
$141k
year to 30 June 2025
Total assets
$5.2m
$3k liabilities
Net assets
$5.2m
assets less liabilities
Directors and trustees
15
4.8 years on average
Staff
0
160 volunteers
Left since last filing
2
13% of the board
Voting members
14
reported in Part VI
How am I connected?

Stockton Rotary Emdowment's network

15 people8 organisationsi15 people and 8 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (15). Violet dotted lines (10) 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

15 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.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 14 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.
NameRole as filedSinceOn the board
Ann H Johnston (also filed as Ann Johnston, Ann H Johnston)Vice President2019
7 yrs
Beto BeasTrustee2023
3 yrs
Colleen StewartTrustee2019
7 yrs
Fred WiebelTrustee2021
5 yrs
Gerardo GarciaTrustee2024
2 yrs
Joseph FeneckTrustee2025
1 yr
Kathy HartTrustee2021
5 yrs
Ken SteeleTrustee2025
1 yr
Kevin KauffmanTrustee2021
5 yrs
Laura PinkertonTrustee2024
2 yrs
Liz HullTrustee2020
6 yrs
Matthew GrizzleCompany secretary2020
6 yrs
Melanie A Vieux (also filed as Melanie Vieux)Trustee2019
7 yrs
Paul C Kozlow (also filed as Paul Kozlow)President2020
6 yrs
Walt WagerTrustee2023
3 yrs
Under 5 years5 to 6 years6 years or moreShow all 15 →

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
Matthew GrizzleSecretary8$1k
Ken SteeleTrustee2$0
Laura PinkertonTrustee2$0
Beto BeasTrustee2$0
Paul KozlowPresident8$0
Walt WagerTrustee2$0
Kathy HartTrustee2$0
Colleen StewartTrustee2$0
Gerardo GarciaTrustee2$0
Joseph FeneckTrustee2$0
Liz HullTrustee2$0
Melanie VieuxTrustee2$0
Kevin KauffmanTrustee2$0
Fred WiebelTrustee2$0
Ann JohnstonVice President8$0

About

Legal name
Stockton Rotary Emdowment
EIN
942801451
Address
Po Box 7457, Stockton, CA, 95267-0457
State
California
Mission
To provide allocations and payments to san joaquin county, california, charitable organizations. (as filed on the Form 990)
Activity (NTEE)
S82Z 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
7 (IRS master file code)
Formed
1982
IRS ruling date
1 October 1983
Status
Code 01 (unconditional exemption)
Form 990 filings on record
6, latest 2025
IRS Publication 78
PC (contributions deductible)

Most connected

Longest observed on the filings

≥7years on the filingsAnn H Johnston
≥7years on the filingsColleen Stewart
≥7years on the filingsMelanie A Vieux
≥6years on the filingsLiz Hull

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
$5.2m
Total liabilities
$3k
Net assets or fund balances
$5.2m
Contributions and grants received
$110k
Program service revenue
$0
Grants and similar paid out
$99k
Employees
0
Volunteers
160

Filed finances

1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.
Tax yearTotal revenueTotal expensesSurplus or deficit
2024$296k$141k$154k

As filed on the IRS Form 990. US dollars.

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.
RecipientPurposeAmount
TLC Foundation for Homeless$16k
Read to Me Stockton$13k
Mary Graham Childrens Foundat$10k
Family Promise of San Joaquin$6k
Emergency Food Bank$5k