AUMdb

Concord Rotary Endowment

EIN 942970886 · 501(c)(3) · Public charity · Concord, CA · recognized 1986

Assets
$1.3M
Revenue
$75.0K
Expenses
$76.1K
Investment income
$55.1K

Form 990 fiscal year ended 06/30/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Paul F Meyerhofer President $0 $0
Greg Grassi Treasurer $0 $0
Kevin Matteri Vice president $0 $0
Leslie Chapman Co-secretary $0 $0
Susan Grossman Director $0 $0
Jim Kohl Director $0 $0
Guy Bjerke Director $0 $0
David Litty Director $0 $0
Wanda Waltman Director $0 $0
Nickolas Peterson Co-secretary $0 $0