History and Purpose
The Stockton Rotary Endowment was incorporated on March 3, 1982 on behalf of the Rotary Club of Stockton, California for the express purpose of receiving charitable gifts, donations and bequests, to fund annually designated charitable activities within the San Joaquin County area.
All monies given to the Stockton Rotary Endowment are added to the principal, which will remain in perpetuity in your memory. The monies so received are prudently invested and only the earnings from these investments fund the annual charitable gift allocations. The Stockton Rotary Endowment Officers and Trustees are composed of respected Rotary Club of Stockton members whose professions encompass the legal, investment and administrative disciplines. A professional investment firm is employed to manage the funds invested in SRE. These managers will maximize and enhance your contribution and help your gift grow.
The club solicits requests for funds for projects of deserving local charitable organizations each year. A Charity Allocations Request form is available by clicking here. Gifts to the endowment may be deductible for purposes of Income tax, Gift Tax, or Estate Tax. The General Application Conditions can be seen here. Detailed endowment Components can be seen here.
The Internal Revenue Service recognizes the Endowment as a public foundation, contributions to which may be deductible for all the above purposes on federal tax returns. The California Franchise Tax Board recognizes the Endowment as a tax-exempt organization.
The Fund
A summary of the Endowment appears below. Please click here to read a more complete description of the Endowment. This document is printable. Endowment Fund Components are as follows: