Palo Alto Rotary Endowment Fundinc
EIN 942815253 Private FoundationTotal Given 2017–2025
$393K
8 grants · $44K avg/year
based on 9 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$50K
typical mid grants · $42K–$56K
grant size
100%
deep partner · 1/1 multi-year
repeat
$1.3M
Assets (2025)
1
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Phone
(650) 380-0983
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2017 | $36K | $806K | $53K | 1 |
| 2018 | $37K | $852K | $48K | 1 |
| 2019 | $44K | $847K | $56K | 1 |
| 2020 | N/A | $927K | $112K | N/A |
| 2021 | $49K | $1.1M | $83K | 1 |
| 2022 | $56K | $1.1M | $248K | 1 |
| 2023 | $52K | $1.2M | $55K | 1 |
| 2024 | $57K | $5K | $137K | 1 |
| 2025 | $62K | $1.3M | $106K | 1 |
Grant Size Distribution
Based on 8 grants on record
Minimum
$36K
25th Pctl
$42K
Median
$50K
Average
$49K
75th Pctl
$56K
Maximum
$62K
Geographic Distribution
Officers & Directors
BS
Bruce Swenson
5 yrs
President
Leadership
MM
Michael J McMahon
7 yrs
Treasurer
Leadership
PS
Peter Shambora
6 yrs
Secretary
Leadership
AA
Amy Andonian
Board Member
BT
Ben Threlkeld
2 yrs
Board Member
JK
Jane Khalaf
Board Member
OC
Oliver Coolidge
5 yrs
Board Member
DT
Dana Tom
6 yrs
Board Member
BB
Betsy Bechtel
6 yrs
Board Member
JJ
Julie Jerome
7 yrs
President
Leadership
MM
Michael J McMahon
7 yrs
Treasurer
Leadership
PB
Pam Brandin
3 yrs
Secretary
Leadership
BS
Bruce Swenson
5 yrs
Board Member
AS
Art Stauffer
3 yrs
Board Member
SE
Steve Emslie
3 yrs
Board Member
OC
Oliver Coolidge
5 yrs
Board Member
DH
David Holland
3 yrs
Board Member
Grants Awarded (8 total)
| Purpose | ||||
|---|---|---|---|---|
| Palo Alto Rotary Club Annual Charit | Palo Alto, CA | $62,000 | CHARITABLE GIVING | 2025 |
| Palo Alto Rotary Club Annual Charit | Palo Alto, CA | $57,000 | CHARITABLE GIVING | 2024 |
| Palo Alto Rotary Club Annual Charit | Palo Alto, CA | $56,000 | CHARITABLE GIVING | 2022 |
| Palo Alto Rotary Club Annual Charit | Palo Alto, CA | $52,000 | CHARITABLE GIVING | 2023 |
| Palo Alto Rotary Club Annual Charit | Palo Alto, CA | $49,000 | CHARITABLE GIVING | 2021 |
| Palo Alto Rotary Club Annual Charit | Palo Alto, CA | $44,242 | CHARITABLE GIVING | 2019 |
| Palo Alto Rotary Club Annual Charit | Palo Alto, CA | $36,985 | CHARITABLE GIVING | 2018 |
| Palo Alto Rotary Club Annual Charit | Palo Alto, CA | $35,845 | CHARITABLE GIVING | 2017 |
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